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Vahanian & Associates Financial Planning’s The Mosaic Company MOS Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q1 		– Sell
-5,148
Closed -$226K – 79
2022
Q4 		$226K Sell
5,148
-750
-13% -$37.1K 0.74% 47
2022
Q3 		$285K Sell
5,898
-6,090
-51% -$315K 0.98% 34
2022
Q2 		$566K Sell
11,988
-2,748
-19% -$168K 2.43% 13
2022
Q1 		$980K Sell
14,736
-11,787
-44% -$590K 2.26% 12
2021
Q4 		$1.04M Buy
+26,523
New +$1.02M 0.84% 29

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vahanian & Associates Financial Planning's MOS Position: Q1 2023 in Review

Vahanian & Associates Financial Planning sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 5,148 shares — an estimated $226K sold.

Vahanian & Associates Financial Planning first reported a position in MOS in Q4 2021 and held it in 5 quarters. The position peaked at $1.04M in Q4 2021. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

  • Vahanian & Associates Financial Planning reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 5,148 The Mosaic Company shares in Q1 2023, an estimated $226K.
  • Vahanian & Associates Financial Planning first reported a position in The Mosaic Company in Q4 2021 and held it in 5 quarters.
  • Vahanian & Associates Financial Planning's The Mosaic Company position peaked at $1.04M in Q4 2021.
  • 718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2023, filed 18 Apr 2023.