RWM
MOS icon

RBA Wealth Management’s The Mosaic Company MOS Stock Holding History

RBA Wealth Management’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
2022
Q2 		– Sell
-3,278
Closed -$218K – 101
2022
Q1 		$218K Buy
+3,278
New +$164K 0.1% 96
2021
Q2 		– Sell
-4,805
Closed -$152K – 198
2021
Q1 		$152K Sell
4,805
-84,806
-95% -$2.5M 0.13% 64
2020
Q4 		$2.06M Sell
89,611
-761
-0.8% -$15.3K 1.24% 35
2020
Q3 		$1.65M Sell
90,372
-102
-0.1% -$1.66K 1.12% 35
2020
Q2 		$1.13M Sell
90,474
-666
-0.7% -$7.98K 0.82% 47
2020
Q1 		$986K Buy
91,140
+3,210
+4% +$54.5K 0.85% 43
2019
Q4 		$1.9M Sell
87,930
-1,899
-2% -$37.7K 1.29% 38
2019
Q3 		$1.84M Buy
+89,829
New +$1.96M 1.4% 38

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return