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Tradition Wealth Management’s The Mosaic Company MOS Stock Holding History

Tradition 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
2024
Q3 		– Sell
-7,616
Closed -$220K – 418
2024
Q2 		$220K Buy
7,616
+103
+1% +$3.1K 0.02% 365
2024
Q1 		$244K Sell
7,513
-13
-0.2% -$414 0.02% 337
2023
Q4 		$269K Sell
7,526
-499
-6% -$17.6K 0.03% 288
2023
Q3 		$286K Sell
8,025
-93
-1% -$3.57K 0.03% 258
2023
Q2 		$284K Buy
8,118
+1,658
+26% +$64.1K 0.03% 257
2023
Q1 		$296K Buy
6,460
+1,154
+22% +$55.9K 0.04% 241
2022
Q4 		$233K Buy
5,306
+806
+18% +$39.9K 0.03% 249
2022
Q3 		$217K Hold
4,500
– – 0.03% 245
2022
Q2 		$213K Hold
4,500
– – 0.03% 251
2022
Q1 		$299K Hold
4,500
– – 0.04% 246
2021
Q4 		$177K Buy
4,500
+400
+10% +$15.3K 0.02% 317
2021
Q3 		$146K Sell
4,100
-500
-11% -$16K 0.02% 315
2021
Q2 		$147K Buy
+4,600
New +$156K 0.02% 330

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tradition Wealth Management's MOS Position: Q3 2024 in Review

Tradition Wealth Management sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 7,616 shares — an estimated $220K sold.

Tradition Wealth Management first reported a position in MOS in Q2 2021 and held it in 13 quarters. The position peaked at $299K in Q1 2022. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Tradition Wealth Management reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 7,616 The Mosaic Company shares in Q3 2024, an estimated $220K.
  • Tradition Wealth Management first reported a position in The Mosaic Company in Q2 2021 and held it in 13 quarters.
  • Tradition Wealth Management's The Mosaic Company position peaked at $299K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

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