Meridian Wealth Management’s The Mosaic Company MOS Stock Holding History

Meridian Wealth Management’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,312	Closed	-$272K	–	382
2023 Q4	$272K	Buy	7,312 +72	+1%	+$2.54K	0.02%	515
2023 Q3	$269K	Buy	7,240 +1	+0%	+$38	0.02%	468
2023 Q2	$253K	Hold	7,239	–	–	0.02%	474
2023 Q1	$332K	Hold	7,239	–	–	0.03%	396
2022 Q4	$318K	Sell	7,239 -49	-0.7%	-$2.43K	0.03%	401
2022 Q3	$352K	Sell	7,288 -7,800	-52%	-$403K	0.04%	332
2022 Q2	$713K	Buy	15,088 +5,813	+63%	+$356K	0.06%	287
2022 Q1	$617K	Buy	+9,275	New	+$464K	0.07%	208
2019 Q3	–	Sell	-1,500	Closed	-$37.5K	–	377
2019 Q2	$37.5K	Buy	+1,500	New	+$36.6K	0.02%	417

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meridian Wealth Management's MOS Position: Q1 2024 in Review

Meridian Wealth Management sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 7,312 shares — an estimated $272K sold.

Meridian Wealth Management first reported a position in MOS in Q2 2019 and held it in 9 quarters. The position peaked at $713K in Q2 2022. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

Meridian Wealth Management reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Management sold 7,312 The Mosaic Company shares in Q1 2024, an estimated $272K.
Meridian Wealth Management first reported a position in The Mosaic Company in Q2 2019 and held it in 9 quarters.
Meridian Wealth Management's The Mosaic Company position peaked at $713K in Q2 2022.
655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.