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Northwest Financial Advisors’s The Mosaic Company MOS Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-14
Closed -$375 – 372
2024
Q3 		$375 Buy
+14
New +$385 ﹤0.01% 530
2024
Q1 		– Sell
-14
Closed -$500 – 351
2023
Q4 		$500 Buy
+14
New +$494 ﹤0.01% 532

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwest Financial Advisors's MOS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 14 shares — an estimated $375 sold.

Northwest Financial Advisors first reported a position in MOS in Q4 2023 and held it in 2 quarters. The position peaked at $500 in Q4 2023. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 14 The Mosaic Company shares in Q4 2024, an estimated $375.
  • Northwest Financial Advisors first reported a position in The Mosaic Company in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's The Mosaic Company position peaked at $500 in Q4 2023.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.