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Selective Wealth Management’s Murphy USA MUSA Stock Holding History

Selective 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
2022
Q4 		– Sell
-400
Closed -$110K – 503
2022
Q3 		$110K Buy
+400
New +$112K 0.05% 195

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's MUSA Position: Q4 2022 in Review

Selective Wealth Management sold out of Murphy USA (MUSA) in Q4 2022, closing a stake of 400 shares — an estimated $110K sold.

Selective Wealth Management first reported a position in MUSA in Q3 2022 and held it in 1 quarter. The position peaked at $110K in Q3 2022. 428 funds tracked by Wall St. Rank hold MUSA as of Q4 2022.

  • Selective Wealth Management reported no remaining Murphy USA position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 400 Murphy USA shares in Q4 2022, an estimated $110K.
  • Selective Wealth Management first reported a position in Murphy USA in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Murphy USA position peaked at $110K in Q3 2022.
  • 428 funds tracked by Wall St. Rank held Murphy USA as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.