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WealthSource Partners’s The Mosaic Company MOS Stock Holding History

WealthSource 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
Q4 		– Sell
-1,000
Closed -$7K – 569
2021
Q3 		$7K Sell
1,000
-500
-33% -$16K ﹤0.01% 510
2021
Q2 		$7K Buy
+1,500
New +$50.9K ﹤0.01% 462

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

WealthSource Partners's MOS Position: Q4 2021 in Review

WealthSource Partners sold out of The Mosaic Company (MOS) in Q4 2021, closing a stake of 7,300 shares — an estimated $261K sold.

WealthSource Partners first reported a position in MOS in Q1 2021 and held it in 3 quarters. The position peaked at $278K in Q1 2021. 680 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

  • WealthSource Partners reported no remaining The Mosaic Company position as of Q4 2021 after selling out during the quarter.
  • WealthSource Partners sold 7,300 The Mosaic Company shares in Q4 2021, an estimated $261K.
  • WealthSource Partners first reported a position in The Mosaic Company in Q1 2021 and held it in 3 quarters.
  • WealthSource Partners's The Mosaic Company position peaked at $278K in Q1 2021.
  • 680 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on WealthSource Partners's 13F filing for Q4 2021, filed 14 Feb 2022.