San Luis Wealth Advisors’s The Mosaic Company MOS Stock Holding History

San Luis 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
2023 Q4	–	Sell	-7,020	Closed	-$250K	–	71
2023 Q3	$250K	Sell	7,020 -13,213	-65%	-$507K	0.12%	61
2023 Q2	$708K	Buy	+20,233	New	+$782K	0.25%	98

Other funds holding MOS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

San Luis Wealth Advisors's MOS Position: Q4 2023 in Review

San Luis Wealth Advisors sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 7,020 shares — an estimated $250K sold.

San Luis Wealth Advisors first reported a position in MOS in Q2 2023 and held it in 2 quarters. The position peaked at $708K in Q2 2023. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

San Luis Wealth Advisors reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 7,020 The Mosaic Company shares in Q4 2023, an estimated $250K.
San Luis Wealth Advisors first reported a position in The Mosaic Company in Q2 2023 and held it in 2 quarters.
San Luis Wealth Advisors's The Mosaic Company position peaked at $708K in Q2 2023.
682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on San Luis Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.