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IVC Wealth Advisors’s MDU Resources MDU Stock Holding History

IVC Wealth Advisors’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
2024
Q2 		– Sell
-14,454
Closed -$202K – 169
2024
Q1 		$202K Buy
+14,454
New +$167K 0.12% 156
2023
Q2 		– Sell
-19,001
Closed -$220K – 165
2023
Q1 		$220K Sell
19,001
-1,183
-6% -$13.7K 0.16% 129
2022
Q4 		$233K Hold
20,184
– – 0.17% 131
2022
Q3 		$210K Hold
20,184
– – 0.17% 133
2022
Q2 		$207K Buy
+20,184
New +$205K 0.16% 136

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IVC Wealth Advisors's MDU Position: Q2 2024 in Review

IVC Wealth Advisors sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 14,454 shares — an estimated $202K sold.

IVC Wealth Advisors first reported a position in MDU in Q2 2022 and held it in 5 quarters. The position peaked at $233K in Q4 2022. 385 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • IVC Wealth Advisors reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 14,454 MDU Resources shares in Q2 2024, an estimated $202K.
  • IVC Wealth Advisors first reported a position in MDU Resources in Q2 2022 and held it in 5 quarters.
  • IVC Wealth Advisors's MDU Resources position peaked at $233K in Q4 2022.
  • 385 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on IVC Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.