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Patriot Financial Group Insurance Agency’s The Mosaic Company MOS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-831
Closed -$39K – 1347
2022
Q2 		$39K Sell
831
-22
-3% -$1.35K 0.01% 803
2022
Q1 		$57K Sell
853
-6,582
-89% -$329K 0.01% 742
2021
Q4 		$292K Buy
7,435
+3,253
+78% +$125K 0.05% 359
2021
Q3 		$149K Buy
4,182
+1,419
+51% +$45.4K 0.03% 524
2021
Q2 		$88K Sell
2,763
-5,779
-68% -$196K 0.02% 671
2021
Q1 		$270K Buy
8,542
+3,835
+81% +$113K 0.06% 317
2020
Q4 		$108K Hold
4,707
– – 0.03% 482
2020
Q3 		$86K Sell
4,707
-143
-3% -$2.33K 0.03% 423
2020
Q2 		$61K Buy
4,850
+758
+19% +$9.08K 0.02% 470
2020
Q1 		$44K Buy
4,092
+142
+4% +$2.41K 0.02% 487
2019
Q4 		$85K Hold
3,950
– – 0.03% 371
2019
Q3 		$81K Sell
3,950
-725
-16% -$15.8K 0.04% 350
2019
Q2 		$116K Buy
+4,675
New +$114K 0.05% 288
2018
Q4 		– Sell
-1,783
Closed -$58K – 1072
2018
Q3 		$58K Buy
1,783
+889
+99% +$26.8K 0.03% 280
2018
Q2 		$25K Sell
894
-892
-50% -$24.2K 0.03% 257
2018
Q1 		$42K Buy
1,786
+2
+0.1% +$53 0.03% 345
2017
Q4 		$48K Buy
1,784
+1
+0.1% +$23 0.04% 309
2017
Q3 		$37K Buy
1,783
+11
+0.6% +$238 0.03% 301
2017
Q2 		$42K Buy
1,772
+653
+58% +$16K 0.04% 262
2017
Q1 		$32K Buy
1,119
+9
+0.8% +$278 0.03% 289
2016
Q4 		$35K Buy
+1,110
New +$29.8K 0.05% 273

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MOS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 831 shares — an estimated $39K sold.

Patriot Financial Group Insurance Agency first reported a position in MOS in Q4 2016 and held it in 21 quarters. The position peaked at $292K in Q4 2021. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 831 The Mosaic Company shares in Q3 2022, an estimated $39K.
  • Patriot Financial Group Insurance Agency first reported a position in The Mosaic Company in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's The Mosaic Company position peaked at $292K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.