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	–	–	1296
2021 Q1	$0	Buy	+15	New	+$442	﹤0.01%	2126
2020 Q3	–	Sell	-152	Closed	-$2K	–	1935
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

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valeo Financial Advisors's MOS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of The Mosaic Company (MOS) in Q2 2021, closing a stake of 15 shares.

Valeo Financial Advisors first reported a position in MOS in Q3 2017 and held it in 13 quarters. The position peaked at $59K in Q2 2018. 596 funds tracked by Wall St. Rank hold MOS as of Q2 2021.

Valeo Financial Advisors reported no remaining The Mosaic Company position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 15 The Mosaic Company shares in Q2 2021.
Valeo Financial Advisors first reported a position in The Mosaic Company in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's The Mosaic Company position peaked at $59K in Q2 2018.
596 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.