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Wetzel Investment Advisors’s The Mosaic Company MOS Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-29
Closed -$941 – 603
2024
Q2 		$941 Sell
29
-182
-86% -$5.48K ﹤0.01% 824
2024
Q1 		$6.43K Buy
211
+182
+628% +$5.8K ﹤0.01% 627
2023
Q4 		$1K Buy
+29
New +$1.02K ﹤0.01% 951

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wetzel Investment Advisors's MOS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 29 shares — an estimated $941 sold.

Wetzel Investment Advisors first reported a position in MOS in Q4 2023 and held it in 3 quarters. The position peaked at $6.43K in Q1 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 29 The Mosaic Company shares in Q3 2024, an estimated $941.
  • Wetzel Investment Advisors first reported a position in The Mosaic Company in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's The Mosaic Company position peaked at $6.43K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.