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

Triad 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 Q3	–	Sell	-20	Closed	-$578	–	577
2024 Q2	$578	Buy	+20	New	+$603	﹤0.01%	914

Other funds holding MOS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Triad Wealth Partners's MOS Position: Q3 2024 in Review

Triad Wealth Partners sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 20 shares — an estimated $578 sold.

Triad Wealth Partners first reported a position in MOS in Q2 2024 and held it in 1 quarter. The position peaked at $578 in Q2 2024. 634 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

Triad Wealth Partners reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 20 The Mosaic Company shares in Q3 2024, an estimated $578.
Triad Wealth Partners first reported a position in The Mosaic Company in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's The Mosaic Company position peaked at $578 in Q2 2024.
634 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.