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PFS
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
–
–
1222
2020
Q3
$0
Buy
+20
New
+$325
﹤0.01%
1671
Other funds holding MOS
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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