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True Link Financial Advisors’s The Mosaic Company MOS Stock Holding History

True Link Financial 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
2021
Q2 		– Sell
-19,900
Closed -$629K – 732
2021
Q1 		$629K Hold
19,900
– – 0.09% 90
2020
Q4 		$458K Buy
+19,900
New +$401K 0.07% 106

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

True Link Financial Advisors's MOS Position: Q2 2021 in Review

True Link Financial Advisors sold out of The Mosaic Company (MOS) in Q2 2021, closing a stake of 19,900 shares — an estimated $629K sold.

True Link Financial Advisors first reported a position in MOS in Q4 2020 and held it in 2 quarters. The position peaked at $629K in Q1 2021. 596 funds tracked by Wall St. Rank hold MOS as of Q2 2021.

  • True Link Financial Advisors reported no remaining The Mosaic Company position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 19,900 The Mosaic Company shares in Q2 2021, an estimated $629K.
  • True Link Financial Advisors first reported a position in The Mosaic Company in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's The Mosaic Company position peaked at $629K in Q1 2021.
  • 596 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.