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FSB Premier Wealth Management’s MDU Resources MDU Stock Holding History

FSB Premier Wealth Management’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
2022
Q1 		– Sell
-886
Closed -$10K – 362
2021
Q4 		$10K Buy
+886
New +$9.99K ﹤0.01% 409

Other funds holding MDU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FSB Premier Wealth Management's MDU Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 886 shares — an estimated $10K sold.

FSB Premier Wealth Management first reported a position in MDU in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 886 MDU Resources shares in Q1 2022, an estimated $10K.
  • FSB Premier Wealth Management first reported a position in MDU Resources in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's MDU Resources position peaked at $10K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.