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Baystate Wealth Management’s Murphy USA MUSA Stock Holding History

Baystate 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
2023
Q1 		– Sell
-3
Closed -$1K – 1063
2022
Q4 		$1K Buy
+3
New +$870 ﹤0.01% 881
2017
Q1 		– Sell
-137
Closed -$9K – 674
2016
Q4 		$9K Buy
+137
New +$9.22K ﹤0.01% 310

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Baystate Wealth Management's MUSA Position: Q1 2023 in Review

Baystate Wealth Management sold out of Murphy USA (MUSA) in Q1 2023, closing a stake of 3 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in MUSA in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 380 funds tracked by Wall St. Rank hold MUSA as of Q1 2023.

  • Baystate Wealth Management reported no remaining Murphy USA position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 3 Murphy USA shares in Q1 2023, an estimated $1K.
  • Baystate Wealth Management first reported a position in Murphy USA in Q4 2016 and held it in 2 quarters.
  • Baystate Wealth Management's Murphy USA position peaked at $9K in Q4 2016.
  • 380 funds tracked by Wall St. Rank held Murphy USA as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.