V
MOS icon

ViaWealth’s The Mosaic Company MOS Stock Holding History

ViaWealth’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
Q4 		– Sell
-8,119
Closed -$217K – 150
2024
Q3 		$217K Sell
8,119
-2,713
-25% -$74.6K 0.13% 143
2024
Q2 		$313K Sell
10,832
-1,734
-14% -$52.2K 0.19% 129
2024
Q1 		$408K Sell
12,566
-2,805
-18% -$89.3K 0.26% 116
2023
Q4 		$549K Buy
15,371
+160
+1% +$5.65K 0.38% 91
2023
Q3 		$542K Buy
15,211
+2,627
+21% +$101K 0.4% 83
2023
Q2 		$440K Buy
12,584
+813
+7% +$31.4K 0.33% 103
2023
Q1 		$540K Buy
11,771
+445
+4% +$21.5K 0.43% 80
2022
Q4 		$535K Buy
+11,326
New +$561K 0.44% 79

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

ViaWealth's MOS Position: Q4 2024 in Review

ViaWealth sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 8,119 shares — an estimated $217K sold.

ViaWealth first reported a position in MOS in Q4 2022 and held it in 8 quarters. The position peaked at $549K in Q4 2023. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • ViaWealth reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • ViaWealth sold 8,119 The Mosaic Company shares in Q4 2024, an estimated $217K.
  • ViaWealth first reported a position in The Mosaic Company in Q4 2022 and held it in 8 quarters.
  • ViaWealth's The Mosaic Company position peaked at $549K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on ViaWealth's 13F filing for Q4 2024, filed 11 Feb 2025.