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

SeaCrest 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
2023 Q1	–	Sell	-24,177	Closed	-$1.06M	–	661
2022 Q4	$1.06M	Sell	24,177 -6,617	-21%	-$328K	0.15%	151
2022 Q3	$1.49M	Buy	30,794 +338	+1%	+$17.5K	0.23%	87
2022 Q2	$1.44M	Buy	30,456 +1,243	+4%	+$76.1K	0.18%	105
2022 Q1	$1.94M	Buy	+29,213	New	+$1.46M	0.22%	85
2019 Q2	–	Sell	-1,041	Closed	-$28K	–	1323
2019 Q1	$28K	Hold	1,041	–	–	﹤0.01%	1145
2018 Q4	$30K	Sell	1,041 -500	-32%	-$16.5K	0.01%	1081
2018 Q3	$50K	Sell	1,541 -1,000	-39%	-$30.1K	0.01%	998
2018 Q2	$71K	Sell	2,541 -1,000	-28%	-$27.1K	0.01%	842
2018 Q1	$86K	Sell	3,541 -600	-14%	-$15.8K	0.02%	753
2017 Q4	$106K	Buy	+4,141	New	+$95.1K	0.02%	696

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

SeaCrest Wealth Management's MOS Position: Q1 2023 in Review

SeaCrest Wealth Management sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 24,177 shares — an estimated $1.06M sold.

SeaCrest Wealth Management first reported a position in MOS in Q4 2017 and held it in 10 quarters. The position peaked at $1.94M in Q1 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

SeaCrest Wealth Management reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 24,177 The Mosaic Company shares in Q1 2023, an estimated $1.06M.
SeaCrest Wealth Management first reported a position in The Mosaic Company in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's The Mosaic Company position peaked at $1.94M in Q1 2022.
718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.