Avion Wealth’s MDU Resources MDU Stock Holding History

Avion Wealth’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-105	Closed	-$1K	–	420
2021 Q4	$1K	Hold	105	–	–	﹤0.01%	377
2021 Q3	$1K	Hold	105	–	–	﹤0.01%	356
2021 Q2	$1K	Buy	105 +2	+2%	+$25	﹤0.01%	344
2021 Q1	$1K	Hold	103	–	–	﹤0.01%	329
2020 Q4	$1K	Buy	+103	New	+$963	﹤0.01%	336

Other funds holding MDU

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avion Wealth's MDU Position: Q1 2022 in Review

Avion Wealth sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 105 shares — an estimated $1K sold.

Avion Wealth first reported a position in MDU in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Avion Wealth reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Avion Wealth sold 105 MDU Resources shares in Q1 2022, an estimated $1K.
Avion Wealth first reported a position in MDU Resources in Q4 2020 and held it in 5 quarters.
Avion Wealth's MDU Resources position peaked at $1K in Q4 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Avion Wealth's 13F filing for Q1 2022, filed 4 May 2022.