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SWP
Stratos Wealth Partners’s
The Mosaic Company
MOS
Stock Holding History
Stratos Wealth Partners’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
2024
Q1
–
Sell
-5,702
Closed
-$204K
–
1436
2023
Q4
$204K
Sell
5,702
-873
-13%
-$30.8K
﹤0.01%
1269
2023
Q3
$234K
Sell
6,575
-2,194
-25%
-$84.2K
0.01%
1106
2023
Q2
$307K
Sell
8,769
-385
-4%
-$14.9K
0.01%
950
2023
Q1
$420K
Buy
9,154
+656
+8%
+$31.8K
0.01%
755
2022
Q4
$373K
Sell
8,498
-306
-3%
-$15.2K
0.01%
821
2022
Q3
$425K
Buy
8,804
+1,976
+29%
+$102K
0.01%
748
2022
Q2
$322K
Buy
6,828
+2,781
+69%
+$170K
0.01%
896
2022
Q1
$269K
Buy
+4,047
New
+$202K
0.01%
1031
2018
Q4
–
Sell
-2,541
Closed
-$83K
–
1848
2018
Q3
$83K
Buy
+2,541
New
+$76.6K
﹤0.01%
1227
2018
Q2
–
Sell
-6,729
Closed
-$163K
–
1956
2018
Q1
$163K
Sell
6,729
-2,873
-30%
-$75.6K
0.01%
986
2017
Q4
$246K
Buy
+9,602
New
+$221K
0.01%
782
Other funds holding MOS
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
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
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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