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Focused Wealth Management’s Murphy USA MUSA Stock Holding History

Focused 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
-8
Closed -$2.89K – 662
2023
Q4 		$2.89K Hold
8
– – ﹤0.01% 729
2023
Q3 		$2.77K Hold
8
– – ﹤0.01% 731
2023
Q2 		$2.52K Hold
8
– – ﹤0.01% 777
2023
Q1 		$2.08K Hold
8
– – ﹤0.01% 791
2022
Q4 		$2.25K Hold
8
– – ﹤0.01% 768
2022
Q3 		$2K Hold
8
– – ﹤0.01% 764
2022
Q2 		$2K Hold
8
– – ﹤0.01% 743
2022
Q1 		$2K Hold
8
– – ﹤0.01% 797
2021
Q4 		$2K Hold
8
– – ﹤0.01% 817
2021
Q3 		$1K Buy
+8
New +$1.21K ﹤0.01% 912

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

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

Focused Wealth Management sold out of Murphy USA (MUSA) in Q1 2024, closing a stake of 8 shares — an estimated $2.89K sold.

Focused Wealth Management first reported a position in MUSA in Q3 2021 and held it in 10 quarters. The position peaked at $2.89K in Q4 2023. 480 funds tracked by Wall St. Rank hold MUSA as of Q1 2024.

  • Focused Wealth Management reported no remaining Murphy USA position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 8 Murphy USA shares in Q1 2024, an estimated $2.89K.
  • Focused Wealth Management first reported a position in Murphy USA in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Murphy USA position peaked at $2.89K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held Murphy USA as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.