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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
2023
Q4 		– Sell
-6,000
Closed -$1.29K – 155
2023
Q3 		$1.29K Buy
6,000
+4,000
+200% +$153K ﹤0.01% 135
2023
Q2 		$850 Buy
+2,000
New +$77.3K ﹤0.01% 141

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 $865B AUM 30.76% 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 $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $166B AUM 43.98% 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.