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Personal CFO Solutions’s The Mosaic Company MOS Stock Holding History

Personal CFO Solutions’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
-15,813
Closed -$423K – 557
2024
Q3 		$423K Buy
15,813
+4,614
+41% +$127K 0.06% 304
2024
Q2 		$324K Sell
11,199
-3,952
-26% -$119K 0.05% 360
2024
Q1 		$492K Buy
15,151
+641
+4% +$20.4K 0.08% 256
2023
Q4 		$518K Buy
+14,510
New +$512K 0.09% 217

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 $3.37T AUM 44.26% 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

Personal CFO Solutions's MOS Position: Q4 2024 in Review

Personal CFO Solutions sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 15,813 shares — an estimated $423K sold.

Personal CFO Solutions first reported a position in MOS in Q4 2023 and held it in 4 quarters. The position peaked at $518K in Q4 2023. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Personal CFO Solutions reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 15,813 The Mosaic Company shares in Q4 2024, an estimated $423K.
  • Personal CFO Solutions first reported a position in The Mosaic Company in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's The Mosaic Company position peaked at $518K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.