J.W. Cole Advisors’s Murphy USA MUSA Stock Holding History

J.W. Cole Advisors’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
2023 Q4	–	Sell	-2,476	Closed	-$846K	–	841
2023 Q3	$846K	Buy	+2,476	New	+$787K	0.06%	289
2022 Q4	–	Sell	-1,156	Closed	-$318K	–	760
2022 Q3	$318K	Buy	+1,156	New	+$323K	0.03%	517

Other funds holding MUSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

J.W. Cole Advisors's MUSA Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 2,476 shares — an estimated $846K sold.

J.W. Cole Advisors first reported a position in MUSA in Q3 2022 and held it in 2 quarters. The position peaked at $846K in Q3 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

J.W. Cole Advisors reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 2,476 Murphy USA shares in Q4 2023, an estimated $846K.
J.W. Cole Advisors first reported a position in Murphy USA in Q3 2022 and held it in 2 quarters.
J.W. Cole Advisors's Murphy USA position peaked at $846K in Q3 2023.
437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.