Opal Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Opal Wealth 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 Q3	–	Sell	-11	Closed	-$318	–	806
2024 Q2	$318	Buy	+11	New	+$331	﹤0.01%	1196

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Opal Wealth Advisors's MOS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 11 shares — an estimated $318 sold.

Opal Wealth Advisors first reported a position in MOS in Q2 2024 and held it in 1 quarter. The position peaked at $318 in Q2 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

Opal Wealth Advisors reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 11 The Mosaic Company shares in Q3 2024, an estimated $318.
Opal Wealth Advisors first reported a position in The Mosaic Company in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's The Mosaic Company position peaked at $318 in Q2 2024.
635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.