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Financial Synergies Wealth Advisors’s Murphy USA MUSA Stock Holding History

Financial Synergies 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
2023
Q3 		– Sell
-50
Closed -$15.7K – 515
2023
Q2 		$15.7K Hold
50
– – ﹤0.01% 194
2023
Q1 		$13K Buy
+50
New +$13K ﹤0.01% 215

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
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
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's MUSA Position: Q3 2023 in Review

Financial Synergies Wealth Advisors sold out of Murphy USA (MUSA) in Q3 2023, closing a stake of 50 shares — an estimated $15.7K sold.

Financial Synergies Wealth Advisors first reported a position in MUSA in Q1 2023 and held it in 2 quarters. The position peaked at $15.7K in Q2 2023. 423 funds tracked by Wall St. Rank hold MUSA as of Q3 2023.

  • Financial Synergies Wealth Advisors reported no remaining Murphy USA position as of Q3 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 50 Murphy USA shares in Q3 2023, an estimated $15.7K.
  • Financial Synergies Wealth Advisors first reported a position in Murphy USA in Q1 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Murphy USA position peaked at $15.7K in Q2 2023.
  • 423 funds tracked by Wall St. Rank held Murphy USA as of Q3 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2023, filed 4 Apr 2024.