PFS
MOS icon

Prospera Financial Services’s The Mosaic Company MOS Stock Holding History

Prospera Financial Services’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
-9,107
Closed -$263K – 1169
2024
Q2 		$263K Sell
9,107
-9,935
-52% -$299K 0.01% 968
2024
Q1 		$618K Buy
19,042
+2,977
+19% +$94.8K 0.02% 632
2023
Q4 		$574K Buy
16,065
+1,416
+10% +$50K 0.02% 614
2023
Q3 		$522K Sell
14,649
-1,168
-7% -$44.8K 0.02% 601
2023
Q2 		$554K Buy
15,817
+2,443
+18% +$94.4K 0.02% 588
2023
Q1 		$614K Buy
13,374
+2,489
+23% +$121K 0.03% 551
2022
Q4 		$478K Buy
+10,885
New +$539K 0.02% 547
2022
Q3 		– Sell
-1,771
Closed -$84K – 1309
2022
Q2 		$84K Sell
1,771
-4,422
-71% -$271K ﹤0.01% 934
2022
Q1 		$412K Buy
+6,193
New +$310K 0.02% 651
2020
Q4 		– Sell
-20
Closed – – 1220
2020
Q3 		$0 Buy
+20
New +$325 ﹤0.01% 1671

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

Prospera Financial Services's MOS Position: Q3 2024 in Review

Prospera Financial Services sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 9,107 shares — an estimated $263K sold.

Prospera Financial Services first reported a position in MOS in Q3 2020 and held it in 10 quarters. The position peaked at $618K in Q1 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Prospera Financial Services reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 9,107 The Mosaic Company shares in Q3 2024, an estimated $263K.
  • Prospera Financial Services first reported a position in The Mosaic Company in Q3 2020 and held it in 10 quarters.
  • Prospera Financial Services's The Mosaic Company position peaked at $618K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.