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
2019 Q4	–	Sell	-3,500	Closed	-$71K	–	1678
2019 Q3	$71K	Buy	+3,500	New	+$76.2K	0.01%	510

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

Fidelity Investments Boston, Massachusetts $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

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.