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SWM
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
–
1325
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
$733B AUM
35.63%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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