Sutton Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Sutton Wealth Advisors’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 Q3	$4.77K	Sell	134 -4	-3%	-$153	﹤0.01%	593
2023 Q2	$4.83K	Sell	138 -19	-12%	-$734	﹤0.01%	574
2023 Q1	$7.2K	Hold	157	–	–	﹤0.01%	477
2022 Q4	$6.89K	Hold	157	–	–	﹤0.01%	1046
2022 Q3	$7.59K	Sell	157 -47	-23%	-$2.43K	﹤0.01%	975
2022 Q2	$9.63K	Buy	204 +66	+48%	+$4.04K	﹤0.01%	913
2022 Q1	$9.18K	Hold	138	–	–	﹤0.01%	954
2021 Q4	$5.42K	Sell	138 -4	-3%	-$153	﹤0.01%	1057
2021 Q3	$5.07K	Buy	142 +4	+3%	+$128	﹤0.01%	1053
2021 Q2	$4.4K	Hold	138	–	–	﹤0.01%	1067
2021 Q1	$4.36K	Hold	138	–	–	﹤0.01%	1034
2020 Q4	$3.17K	Hold	138	–	–	﹤0.01%	1047
2020 Q3	$2.52K	Hold	138	–	–	﹤0.01%	1046
2020 Q2	$1.73K	Buy	138 +70	+103%	+$839	﹤0.01%	1074
2020 Q1	$736	Buy	+68	New	+$1.15K	﹤0.01%	1121
2019 Q3	–	Sell	-39	Closed	-$976	–	1199
2019 Q2	$976	Buy	+39	New	+$952	﹤0.01%	1100
2018 Q2	–	Sell	-26	Closed	-$631	–	1151
2018 Q1	$631	Buy	+26	New	+$684	﹤0.01%	1073
2017 Q4	–	Sell	-77	Closed	-$1.66K	–	1102
2017 Q3	$1.66K	Sell	77 -13	-14%	-$282	﹤0.01%	965
2017 Q2	$2.06K	Hold	90	–	–	﹤0.01%	954
2017 Q1	$2.63K	Hold	90	–	–	﹤0.01%	916
2016 Q4	$2.64K	Hold	90	–	–	﹤0.01%	911
2016 Q3	$2.2K	Hold	90	–	–	﹤0.01%	916
2016 Q2	$2.36K	Sell	90 -111	-55%	-$2.94K	﹤0.01%	873
2016 Q1	$5.43K	Buy	+201	New	+$5.25K	0.01%	726

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sutton Wealth Advisors's MOS Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its The Mosaic Company (MOS) stake by 2.9% in Q3 2023, selling an estimated $153 and leaving 134 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Sutton Wealth Advisors first reported a position in MOS in Q1 2016 and has held it in 24 quarters since. The position peaked at $9.63K in Q2 2022. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

Sutton Wealth Advisors held 134 shares of The Mosaic Company worth $4.77K as of Q3 2023.
Sutton Wealth Advisors sold 4 The Mosaic Company shares in Q3 2023, an estimated $153.
The Mosaic Company made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #593 holding.
Sutton Wealth Advisors first reported a position in The Mosaic Company in Q1 2016 and has held it in 24 quarters since.
Sutton Wealth Advisors's The Mosaic Company position peaked at $9.63K in Q2 2022.
660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.