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Regent Peak Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-150
Closed -$3K – 656
2020
Q4 		$3K Buy
+150
New +$3.02K ﹤0.01% 755

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Regent Peak Wealth Advisors's MOS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of The Mosaic Company (MOS) in Q1 2021, closing a stake of 150 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in MOS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 574 funds tracked by Wall St. Rank hold MOS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining The Mosaic Company position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 150 The Mosaic Company shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in The Mosaic Company in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's The Mosaic Company position peaked at $3K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.