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Prestige Wealth Management Group’s The Mosaic Company MOS Stock Holding History

Prestige Wealth Management 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
2024
Q3 		– Sell
-16
Closed -$463 – 1043
2024
Q2 		$463 Sell
16
-32
-67% -$964 ﹤0.01% 935
2024
Q1 		$1.56K Buy
48
+14
+41% +$446 ﹤0.01% 799
2023
Q4 		$1.22K Buy
+34
New +$1.2K ﹤0.01% 841
2023
Q2 		– Sell
-8
Closed -$368 – 1078
2023
Q1 		$368 Hold
8
– – ﹤0.01% 1018
2022
Q4 		$351 Buy
+8
New +$396 ﹤0.01% 1111
2019
Q1 		– Sell
-42
Closed -$1K – 891
2018
Q4 		$1K Buy
+42
New +$1.38K ﹤0.01% 1072

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Prestige Wealth Management Group's MOS Position: Q3 2024 in Review

Prestige Wealth Management Group sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 16 shares — an estimated $463 sold.

Prestige Wealth Management Group first reported a position in MOS in Q4 2018 and held it in 6 quarters. The position peaked at $1.56K in Q1 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Prestige Wealth Management Group reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 16 The Mosaic Company shares in Q3 2024, an estimated $463.
  • Prestige Wealth Management Group first reported a position in The Mosaic Company in Q4 2018 and held it in 6 quarters.
  • Prestige Wealth Management Group's The Mosaic Company position peaked at $1.56K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Prestige Wealth Management Group's 13F filing for Q3 2024, filed 15 Nov 2024.