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WealthPLAN Partners’s The Mosaic Company MOS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-126
Closed -$4.42K – 813
2023
Q2 		$4.42K Hold
126
– – ﹤0.01% 934
2023
Q1 		$5.76K Buy
+126
New +$6.1K ﹤0.01% 980
2015
Q4 		$9.15K Buy
+993
New +$31.7K ﹤0.01% 1179
2015
Q2 		$33K Sell
713
-124
-15% -$5.63K 0.01% 218
2015
Q1 		$38K Buy
+837
New +$40.9K 0.02% 267

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

WealthPLAN Partners's MOS Position: Q3 2023 in Review

WealthPLAN Partners sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 126 shares — an estimated $4.42K sold.

WealthPLAN Partners first reported a position in MOS in Q1 2015 and held it in 5 quarters. The position peaked at $38K in Q1 2015. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • WealthPLAN Partners reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 126 The Mosaic Company shares in Q3 2023, an estimated $4.42K.
  • WealthPLAN Partners first reported a position in The Mosaic Company in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's The Mosaic Company position peaked at $38K in Q1 2015.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.