Altium Wealth Management’s Murphy USA MUSA Stock Holding History

Altium Wealth Management’s Portfolio MUSA Stock Details MUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$293K	Hold	1,260	–	–	0.02%	302
2022 Q1	$252K	Hold	1,260	–	–	0.02%	333
2021 Q4	$251K	Hold	1,260	–	–	0.02%	337
2021 Q3	$211K	Buy	+1,260	New	+$190K	0.02%	350
2020 Q3	–	Sell	-1,936	Closed	-$218K	–	346
2020 Q2	$218K	Sell	1,936 -3,380	-64%	-$370K	0.02%	298
2020 Q1	$448K	Sell	5,316 -6	-0.1%	-$623	0.06%	154
2019 Q4	$623K	Hold	5,322	–	–	0.07%	147
2019 Q3	$454K	Sell	5,322 -150	-3%	-$13.2K	0.06%	170
2019 Q2	$460K	Hold	5,472	–	–	0.07%	170
2019 Q1	$469K	Hold	5,472	–	–	0.07%	165
2018 Q4	$419K	Sell	5,472 -2	-0%	-$158	0.08%	166
2018 Q3	$468K	Hold	5,474	–	–	0.09%	162
2018 Q2	$407K	Buy	+5,474	New	+$378K	0.11%	138

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's MUSA Position: Q2 2022 in Review

Altium Wealth Management held its Murphy USA (MUSA) position steady in Q2 2022 at 1,260 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #302.

Altium Wealth Management first reported a position in MUSA in Q2 2018 and has held it in 13 quarters since. The position peaked at $623K in Q4 2019. 369 funds tracked by Wall St. Rank hold MUSA as of Q2 2022.

Altium Wealth Management held 1,260 shares of Murphy USA worth $293K as of Q2 2022.
Altium Wealth Management left its Murphy USA share count unchanged in Q2 2022.
Murphy USA made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #302 holding.
Altium Wealth Management first reported a position in Murphy USA in Q2 2018 and has held it in 13 quarters since.
Altium Wealth Management's Murphy USA position peaked at $623K in Q4 2019.
369 funds tracked by Wall St. Rank held Murphy USA as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.