WKWM
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Walter & Keenan Wealth Management’s The Mosaic Company MOS Stock Holding History

Walter & Keenan Wealth Management’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
2022
Q3 		– Sell
-10,000
Closed -$472K – 140
2022
Q2 		$472K Buy
+10,000
New +$613K 0.19% 93

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Walter & Keenan Wealth Management's MOS Position: Q3 2022 in Review

Walter & Keenan Wealth Management sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 10,000 shares — an estimated $472K sold.

Walter & Keenan Wealth Management first reported a position in MOS in Q2 2022 and held it in 1 quarter. The position peaked at $472K in Q2 2022. 755 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • Walter & Keenan Wealth Management reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 10,000 The Mosaic Company shares in Q3 2022, an estimated $472K.
  • Walter & Keenan Wealth Management first reported a position in The Mosaic Company in Q2 2022 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's The Mosaic Company position peaked at $472K in Q2 2022.
  • 755 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.