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Spartan Planning & Wealth Management’s The Mosaic Company MOS Stock Holding History

Spartan Planning & 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
Q4 		$429 Hold
12
– – ﹤0.01% 177
2023
Q3 		$427 Buy
+12
New +$460 ﹤0.01% 127
2022
Q4 		$2.06K Buy
+47
New +$2.33K ﹤0.01% 127

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Spartan Planning & Wealth Management's MOS Position: Q4 2023 in Review

Spartan Planning & Wealth Management held its The Mosaic Company (MOS) position steady in Q4 2023 at 12 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Spartan Planning & Wealth Management first reported a position in MOS in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.06K in Q4 2022. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

  • Spartan Planning & Wealth Management held 12 shares of The Mosaic Company worth $429 as of Q4 2023.
  • Spartan Planning & Wealth Management left its The Mosaic Company share count unchanged in Q4 2023.
  • The Mosaic Company made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #177 holding.
  • Spartan Planning & Wealth Management first reported a position in The Mosaic Company in Q4 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's The Mosaic Company position peaked at $2.06K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.