Wealthcare Advisory Partners’s The Mosaic Company MOS Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-500	Closed	-$16K	–	1339
2021 Q1	$16K	Buy	+500	New	+$14.7K	﹤0.01%	1293
2018 Q1	–	Sell	-130	Closed	-$3K	–	1189
2017 Q4	$3K	Sell	130 -10	-7%	-$230	﹤0.01%	884
2017 Q3	$3K	Buy	+140	New	+$3.03K	﹤0.01%	733

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthcare Advisory Partners's MOS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of The Mosaic Company (MOS) in Q2 2021, closing a stake of 500 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in MOS in Q3 2017 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 596 funds tracked by Wall St. Rank hold MOS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining The Mosaic Company position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 500 The Mosaic Company shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in The Mosaic Company in Q3 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's The Mosaic Company position peaked at $16K in Q1 2021.
596 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.