Opal Wealth Advisors’s MDU Resources MDU Stock Holding History

Opal 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 Q3	–	Sell	-260	Closed	-$3.6K	–	780
2024 Q2	$3.6K	Buy	+260	New	+$3.59K	﹤0.01%	861

Other funds holding MDU

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Opal Wealth Advisors's MDU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 260 shares — an estimated $3.6K sold.

Opal Wealth Advisors first reported a position in MDU in Q2 2024 and held it in 1 quarter. The position peaked at $3.6K in Q2 2024. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

Opal Wealth Advisors reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 260 MDU Resources shares in Q3 2024, an estimated $3.6K.
Opal Wealth Advisors first reported a position in MDU Resources in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's MDU Resources position peaked at $3.6K in Q2 2024.
402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.