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SYSTM Wealth Solutions’s The Mosaic Company MOS Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-133
Closed -$3.84K – 427
2024
Q2 		$3.84K Hold
133
– – ﹤0.01% 584
2024
Q1 		$4.32K Buy
133
+80
+151% +$2.55K ﹤0.01% 843
2023
Q4 		$1.89K Buy
+53
New +$1.87K ﹤0.01% 949

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SYSTM Wealth Solutions's MOS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 133 shares — an estimated $3.84K sold.

SYSTM Wealth Solutions first reported a position in MOS in Q4 2023 and held it in 3 quarters. The position peaked at $4.32K in Q1 2024. 634 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 133 The Mosaic Company shares in Q3 2024, an estimated $3.84K.
  • SYSTM Wealth Solutions first reported a position in The Mosaic Company in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's The Mosaic Company position peaked at $4.32K in Q1 2024.
  • 634 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.