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WMG Financial Advisors’s The Mosaic Company MOS Stock Holding History

WMG Financial 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
2022
Q2 		– Sell
-3,334
Closed -$223K – 167
2022
Q1 		$223K Buy
+3,334
New +$167K 0.16% 153

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
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WMG Financial Advisors's MOS Position: Q2 2022 in Review

WMG Financial Advisors sold out of The Mosaic Company (MOS) in Q2 2022, closing a stake of 3,334 shares — an estimated $223K sold.

WMG Financial Advisors first reported a position in MOS in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

  • WMG Financial Advisors reported no remaining The Mosaic Company position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 3,334 The Mosaic Company shares in Q2 2022, an estimated $223K.
  • WMG Financial Advisors first reported a position in The Mosaic Company in Q1 2022 and held it in 1 quarter.
  • WMG Financial Advisors's The Mosaic Company position peaked at $223K in Q1 2022.
  • 781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.