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Belpointe Asset Management’s Murphy USA MUSA Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-128
Closed -$33K – 2309
2023
Q1 		$33K Sell
128
-848
-87% -$221K ﹤0.01% 1990
2022
Q4 		$273K Buy
976
+414
+74% +$120K 0.02% 755
2022
Q3 		$154K Buy
+562
New +$157K 0.01% 953

Other funds holding MUSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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

Belpointe Asset Management's MUSA Position: Q2 2023 in Review

Belpointe Asset Management sold out of Murphy USA (MUSA) in Q2 2023, closing a stake of 128 shares — an estimated $33K sold.

Belpointe Asset Management first reported a position in MUSA in Q3 2022 and held it in 3 quarters. The position peaked at $273K in Q4 2022. 389 funds tracked by Wall St. Rank hold MUSA as of Q2 2023.

  • Belpointe Asset Management reported no remaining Murphy USA position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 128 Murphy USA shares in Q2 2023, an estimated $33K.
  • Belpointe Asset Management first reported a position in Murphy USA in Q3 2022 and held it in 3 quarters.
  • Belpointe Asset Management's Murphy USA position peaked at $273K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Murphy USA as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.