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TFO Wealth Partners’s MDU Resources MDU Stock Holding History

TFO Wealth Partners’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
-18
Closed -$252 – 480
2024
Q1 		$252 Hold
18
– – ﹤0.01% 441
2023
Q4 		$198 Hold
18
– – ﹤0.01% 645
2023
Q3 		$209 Hold
18
– – ﹤0.01% 783
2023
Q2 		$209 Sell
18
-8
-31% -$90 ﹤0.01% 490
2023
Q1 		$305 Sell
26
-37
-59% -$430 ﹤0.01% 370
2022
Q4 		$4.78K Buy
+63
New +$708 ﹤0.01% 173

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's MDU Position: Q2 2024 in Review

TFO Wealth Partners sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 18 shares — an estimated $252 sold.

TFO Wealth Partners first reported a position in MDU in Q4 2022 and held it in 6 quarters. The position peaked at $4.78K in Q4 2022. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • TFO Wealth Partners reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 18 MDU Resources shares in Q2 2024, an estimated $252.
  • TFO Wealth Partners first reported a position in MDU Resources in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's MDU Resources position peaked at $4.78K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.