MPS Loria Financial Planners’s The Mosaic Company MOS Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-26	Closed	–	–	400
2021 Q1	$0	Hold	26	–	–	﹤0.01%	611
2020 Q4	$1K	Buy	+26	New	+$523	﹤0.01%	555

Other funds holding MOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MPS Loria Financial Planners's MOS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of The Mosaic Company (MOS) in Q2 2021, closing a stake of 26 shares.

MPS Loria Financial Planners first reported a position in MOS in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 595 funds tracked by Wall St. Rank hold MOS as of Q2 2021.

MPS Loria Financial Planners reported no remaining The Mosaic Company position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 26 The Mosaic Company shares in Q2 2021.
MPS Loria Financial Planners first reported a position in The Mosaic Company in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's The Mosaic Company position peaked at $1K in Q4 2020.
595 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.