Wedmont Private Capital’s The Mosaic Company MOS Stock Holding History

Wedmont Private Capital’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 Q2	–	Sell	-5,320	Closed	-$239K	–	512
2023 Q1	$239K	Sell	5,320 -372	-7%	-$18K	0.03%	401
2022 Q4	$266K	Buy	+5,692	New	+$282K	0.04%	363

Other funds holding MOS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wedmont Private Capital's MOS Position: Q2 2023 in Review

Wedmont Private Capital sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 5,320 shares — an estimated $239K sold.

Wedmont Private Capital first reported a position in MOS in Q4 2022 and held it in 2 quarters. The position peaked at $266K in Q4 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

Wedmont Private Capital reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
Wedmont Private Capital sold 5,320 The Mosaic Company shares in Q2 2023, an estimated $239K.
Wedmont Private Capital first reported a position in The Mosaic Company in Q4 2022 and held it in 2 quarters.
Wedmont Private Capital's The Mosaic Company position peaked at $266K in Q4 2022.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Wedmont Private Capital's 13F filing for Q2 2023, filed 17 Jul 2023.