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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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA Wealth Management's MOS Position: Q2 2022 in Review

RBA Wealth Management sold out of The Mosaic Company (MOS) in Q2 2022, closing a stake of 3,278 shares — an estimated $218K sold.

RBA Wealth Management first reported a position in MOS in Q3 2019 and held it in 8 quarters. The position peaked at $2.06M in Q4 2020. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

  • RBA Wealth Management reported no remaining The Mosaic Company position as of Q2 2022 after selling out during the quarter.
  • RBA Wealth Management sold 3,278 The Mosaic Company shares in Q2 2022, an estimated $218K.
  • RBA Wealth Management first reported a position in The Mosaic Company in Q3 2019 and held it in 8 quarters.
  • RBA Wealth Management's The Mosaic Company position peaked at $2.06M in Q4 2020.
  • 781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on RBA Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.