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BKM Wealth Management’s Murphy USA MUSA Stock Holding History

BKM 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
2024
Q1 		– Sell
-50
Closed -$17.8K – 416
2023
Q4 		$17.8K Buy
+50
New +$18.1K 0.01% 397

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BKM Wealth Management's MUSA Position: Q1 2024 in Review

BKM Wealth Management sold out of Murphy USA (MUSA) in Q1 2024, closing a stake of 50 shares — an estimated $17.8K sold.

BKM Wealth Management first reported a position in MUSA in Q4 2023 and held it in 1 quarter. The position peaked at $17.8K in Q4 2023. 480 funds tracked by Wall St. Rank hold MUSA as of Q1 2024.

  • BKM Wealth Management reported no remaining Murphy USA position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 50 Murphy USA shares in Q1 2024, an estimated $17.8K.
  • BKM Wealth Management first reported a position in Murphy USA in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Murphy USA position peaked at $17.8K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held Murphy USA as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.