Core Wealth Advisors (Florida)’s MDU Resources MDU Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-231	Closed	-$3.23K	–	162
2024 Q1	$3.23K	Hold	231	–	–	﹤0.01%	235
2023 Q4	$2.54K	Hold	231	–	–	﹤0.01%	237
2023 Q3	$2.51K	Hold	231	–	–	﹤0.01%	216
2023 Q2	$2.68K	Sell	231 -106	-31%	-$1.19K	﹤0.01%	214
2023 Q1	$3.9K	Hold	337	–	–	﹤0.01%	207
2022 Q4	$3.88K	Hold	337	–	–	﹤0.01%	222
2022 Q3	$4K	Hold	337	–	–	﹤0.01%	183
2022 Q2	$3K	Buy	+337	New	+$3.43K	﹤0.01%	191

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MDU Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 231 shares — an estimated $3.23K sold.

Core Wealth Advisors (Florida) first reported a position in MDU in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q3 2022. 386 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 231 MDU Resources shares in Q2 2024, an estimated $3.23K.
Core Wealth Advisors (Florida) first reported a position in MDU Resources in Q2 2022 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s MDU Resources position peaked at $4K in Q3 2022.
386 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.