WWM
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Western Wealth Management’s The Mosaic Company MOS Stock Holding History

Western 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
2023
Q1 		– Sell
-5,835
Closed -$256K – 657
2022
Q4 		$256K Sell
5,835
-6,683
-53% -$331K 0.03% 507
2022
Q3 		$605K Sell
12,518
-3,375
-21% -$174K 0.03% 427
2022
Q2 		$749K Sell
15,893
-2,875
-15% -$176K 0.04% 369
2022
Q1 		$1.25M Buy
+18,768
New +$939K 0.06% 296

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's MOS Position: Q1 2023 in Review

Western Wealth Management sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 5,835 shares — an estimated $256K sold.

Western Wealth Management first reported a position in MOS in Q1 2022 and held it in 4 quarters. The position peaked at $1.25M in Q1 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

  • Western Wealth Management reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
  • Western Wealth Management sold 5,835 The Mosaic Company shares in Q1 2023, an estimated $256K.
  • Western Wealth Management first reported a position in The Mosaic Company in Q1 2022 and held it in 4 quarters.
  • Western Wealth Management's The Mosaic Company position peaked at $1.25M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.