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WR Wealth Planners’s The Mosaic Company MOS Stock Holding History

WR Wealth Planners’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
Q4 		$959 Hold
39
– – ﹤0.01% 934
2024
Q3 		$1.04K Sell
39
-119
-75% -$3.27K ﹤0.01% 970
2024
Q2 		$4.57K Buy
158
+94
+147% +$2.83K ﹤0.01% 734
2024
Q1 		$2.08K Buy
+64
New +$2.04K ﹤0.01% 878

Other funds holding MOS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's MOS Position: Q4 2024 in Review

WR Wealth Planners held its The Mosaic Company (MOS) position steady in Q4 2024 at 39 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #934.

WR Wealth Planners first reported a position in MOS in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.57K in Q2 2024. 625 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • WR Wealth Planners held 39 shares of The Mosaic Company worth $959 as of Q4 2024.
  • WR Wealth Planners left its The Mosaic Company share count unchanged in Q4 2024.
  • The Mosaic Company made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #934 holding.
  • WR Wealth Planners first reported a position in The Mosaic Company in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's The Mosaic Company position peaked at $4.57K in Q2 2024.
  • 625 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.