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TFO Wealth Partners’s The Mosaic Company MOS Stock Holding History

TFO 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
Q2 		– Sell
-10
Closed -$325 – 494
2024
Q1 		$325 Hold
10
– – ﹤0.01% 374
2023
Q4 		$357 Hold
10
– – ﹤0.01% 451
2023
Q3 		$350 Hold
10
– – ﹤0.01% 590
2023
Q2 		$350 Hold
10
– – ﹤0.01% 369
2023
Q1 		$459 Buy
10
+4
+67% +$194 ﹤0.01% 267
2022
Q4 		$1.98K Buy
+6
New +$297 ﹤0.01% 256

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TFO Wealth Partners's MOS Position: Q2 2024 in Review

TFO Wealth Partners sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 10 shares — an estimated $325 sold.

TFO Wealth Partners first reported a position in MOS in Q4 2022 and held it in 6 quarters. The position peaked at $1.98K in Q4 2022. 645 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

  • TFO Wealth Partners reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 The Mosaic Company shares in Q2 2024, an estimated $325.
  • TFO Wealth Partners first reported a position in The Mosaic Company in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's The Mosaic Company position peaked at $1.98K in Q4 2022.
  • 645 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.