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Polaris Wealth Advisory Group’s The Mosaic Company MOS Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-665,416
Closed -$26.3M – 187
2021
Q3 		$26.3M Buy
+665,416
New +$21.3M 1.57% 22
2020
Q1 		– Sell
-718,322
Closed -$15.8M – 158
2019
Q4 		$15.8M Buy
+718,322
New +$14.2M 1.06% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Polaris Wealth Advisory Group's MOS Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of The Mosaic Company (MOS) in Q4 2021, closing a stake of 665,416 shares — an estimated $26.3M sold.

Polaris Wealth Advisory Group first reported a position in MOS in Q4 2019 and held it in 2 quarters. The position peaked at $26.3M in Q3 2021. 680 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

  • Polaris Wealth Advisory Group reported no remaining The Mosaic Company position as of Q4 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 665,416 The Mosaic Company shares in Q4 2021, an estimated $26.3M.
  • Polaris Wealth Advisory Group first reported a position in The Mosaic Company in Q4 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's The Mosaic Company position peaked at $26.3M in Q3 2021.
  • 680 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.