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BerganKDV Wealth Management’s Murphy USA MUSA Stock Holding History

BerganKDV 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
Q2 		$38.9K Hold
125
– – ﹤0.01% 407
2023
Q1 		$32.3K Hold
125
– – ﹤0.01% 448
2022
Q4 		$34.9K Buy
+125
New +$36.2K ﹤0.01% 414

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

BerganKDV Wealth Management's MUSA Position: Q2 2023 in Review

BerganKDV Wealth Management held its Murphy USA (MUSA) position steady in Q2 2023 at 125 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

BerganKDV Wealth Management first reported a position in MUSA in Q4 2022 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold MUSA as of Q2 2023.

  • BerganKDV Wealth Management held 125 shares of Murphy USA worth $38.9K as of Q2 2023.
  • BerganKDV Wealth Management left its Murphy USA share count unchanged in Q2 2023.
  • Murphy USA made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #407 holding.
  • BerganKDV Wealth Management first reported a position in Murphy USA in Q4 2022 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held Murphy USA as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.