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Advantage Solutions shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by Mosaic Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $923k 255k 3.62
2023-09-30 $639k 225k 2.84
2023-06-30 $374k 160k 2.34

More positions owned by Mosaic Family Wealth Partners

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mosaic Family Wealth Partners

Top funds holding Advantage Solutions

CVC Capital Partners VI
Vanguard Group
Atairos Partners GP
Kent Lake Capital
Contrarian Capital Management
Dimensional Fund Advisors
Ancora Advisors
Kennedy Capital Management
BlackBarn Capital Partners
Millennium Management
Charles Schwab Investment Management
Marshall Wace
Arrowstreet Capital, Limited Partnership
Alyeska Investment Group
D. E. Shaw & Co

View all funds holding Advantage Solutions