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BDO Wealth Advisors’s Murphy USA MUSA Stock Holding History

BDO Wealth Advisors’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
2021
Q1 		– Sell
-750
Closed -$98K – 1226
2020
Q4 		$98K Hold
750
– – 0.01% 291
2020
Q3 		$96K Hold
750
– – 0.02% 272
2020
Q2 		$84K Hold
750
– – 0.01% 285
2020
Q1 		$63K Buy
+750
New +$77.8K 0.01% 317

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BDO Wealth Advisors's MUSA Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Murphy USA (MUSA) in Q1 2021, closing a stake of 750 shares — an estimated $98K sold.

BDO Wealth Advisors first reported a position in MUSA in Q1 2020 and held it in 4 quarters. The position peaked at $98K in Q4 2020. 302 funds tracked by Wall St. Rank hold MUSA as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Murphy USA position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 750 Murphy USA shares in Q1 2021, an estimated $98K.
  • BDO Wealth Advisors first reported a position in Murphy USA in Q1 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Murphy USA position peaked at $98K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Murphy USA as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.