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Harvest Group Wealth Management’s Murphy USA MUSA Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-3
Closed – – 456
2020
Q4 		$0 Hold
3
– – ﹤0.01% 781
2020
Q3 		$0 Hold
3
– – ﹤0.01% 740
2020
Q2 		$0 Hold
3
– – ﹤0.01% 723
2020
Q1 		$0 Buy
+3
New +$311 ﹤0.01% 815

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harvest Group Wealth Management's MUSA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Murphy USA (MUSA) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in MUSA in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 302 funds tracked by Wall St. Rank hold MUSA as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Murphy USA position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Murphy USA shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Murphy USA in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Murphy USA position peaked at $0 in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Murphy USA as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.