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Valeo Financial Advisors’s
The Mosaic Company
MOS
Stock Holding History
Valeo 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
-15
Closed
–
–
1299
2021
Q1
$0
Buy
+15
New
+$442
﹤0.01%
2131
2020
Q3
–
Sell
-152
Closed
-$2K
–
1948
2020
Q2
$2K
Hold
152
–
–
﹤0.01%
1774
2020
Q1
$2K
Hold
152
–
–
﹤0.01%
1548
2019
Q4
$3K
Buy
152
+49
+48%
+$972
﹤0.01%
1402
2019
Q3
$2K
Hold
103
–
–
﹤0.01%
1393
2019
Q2
$3K
Hold
103
–
–
﹤0.01%
1341
2019
Q1
$3K
Buy
103
+6
+6%
+$183
﹤0.01%
1292
2018
Q4
$3K
Sell
97
-111
-53%
-$3.65K
﹤0.01%
1211
2018
Q3
$6K
Sell
208
-1,745
-89%
-$52.6K
﹤0.01%
1137
2018
Q2
$59K
Buy
1,953
+208
+12%
+$5.65K
0.01%
508
2018
Q1
$42K
Buy
1,745
+1,610
+1,193%
+$42.4K
0.01%
527
2017
Q4
$3K
Hold
135
–
–
﹤0.01%
1120
2017
Q3
$3K
Buy
+135
New
+$2.92K
﹤0.01%
963
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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