Vanguard Capital Wealth Advisors
MOS icon

Vanguard Capital Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Vanguard Capital Wealth 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
2024
Q3 		– Sell
-7,300
Closed -$211K – 143
2024
Q2 		$211K Buy
+7,300
New +$220K 0.14% 114
2023
Q4 		– Sell
-16,317
Closed -$581K – 156
2023
Q3 		$581K Buy
16,317
+10,504
+181% +$403K 0.54% 45
2023
Q2 		$203K Buy
+5,813
New +$225K 0.18% 116
2022
Q4 		– Sell
-10,426
Closed -$503K – 129
2022
Q3 		$503K Buy
+10,426
New +$539K 0.61% 47
2022
Q1 		– Sell
-8,854
Closed -$347K – 162
2021
Q4 		$347K Sell
8,854
-600
-6% -$23K 0.25% 89
2021
Q3 		$338K Buy
+9,454
New +$302K 0.23% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Wealth Advisors's MOS Position: Q3 2024 in Review

Vanguard Capital Wealth Advisors sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 7,300 shares — an estimated $211K sold.

Vanguard Capital Wealth Advisors first reported a position in MOS in Q3 2021 and held it in 6 quarters. The position peaked at $581K in Q3 2023. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Vanguard Capital Wealth Advisors reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 7,300 The Mosaic Company shares in Q3 2024, an estimated $211K.
  • Vanguard Capital Wealth Advisors first reported a position in The Mosaic Company in Q3 2021 and held it in 6 quarters.
  • Vanguard Capital Wealth Advisors's The Mosaic Company position peaked at $581K in Q3 2023.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.