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

Selective 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
Q4 		– Sell
-1,000
Closed -$48K – 490
2022
Q3 		$48K Hold
1,000
– – 0.02% 305
2022
Q2 		$47K Hold
1,000
– – 0.02% 328
2022
Q1 		$67K Hold
1,000
– – 0.02% 257
2021
Q4 		$39K Hold
1,000
– – 0.02% 313
2021
Q3 		$36K Sell
1,000
-500
-33% -$16K 0.02% 290
2021
Q2 		$48K Buy
1,500
+1,450
+2,900% +$49.2K 0.04% 194
2021
Q1 		$2K Buy
+50
New +$1.47K ﹤0.01% 359

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Selective Wealth Management's MOS Position: Q4 2022 in Review

Selective Wealth Management sold out of The Mosaic Company (MOS) in Q4 2022, closing a stake of 1,000 shares — an estimated $48K sold.

Selective Wealth Management first reported a position in MOS in Q1 2021 and held it in 7 quarters. The position peaked at $67K in Q1 2022. 763 funds tracked by Wall St. Rank hold MOS as of Q4 2022.

  • Selective Wealth Management reported no remaining The Mosaic Company position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 The Mosaic Company shares in Q4 2022, an estimated $48K.
  • Selective Wealth Management first reported a position in The Mosaic Company in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's The Mosaic Company position peaked at $67K in Q1 2022.
  • 763 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.