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GPS Wealth Strategies Group’s MDU Resources MDU Stock Holding History

GPS Wealth Strategies Group’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
2023
Q2 		– Sell
-263
Closed -$3.05K – 1287
2023
Q1 		$3.05K Buy
+263
New +$3.06K ﹤0.01% 1062
2021
Q3 		– Sell
-526
Closed -$6K – 1056
2021
Q2 		$6K Buy
+526
New +$6.59K ﹤0.01% 830

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

GPS Wealth Strategies Group's MDU Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 263 shares — an estimated $3.05K sold.

GPS Wealth Strategies Group first reported a position in MDU in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • GPS Wealth Strategies Group reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 263 MDU Resources shares in Q2 2023, an estimated $3.05K.
  • GPS Wealth Strategies Group first reported a position in MDU Resources in Q2 2021 and held it in 2 quarters.
  • GPS Wealth Strategies Group's MDU Resources position peaked at $6K in Q2 2021.
  • 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.