Total Clarity Wealth Management’s MDU Resources MDU Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-2,630	Closed	-$27K	–	669
2022 Q2	$27K	Buy	+2,630	New	+$26.7K	0.01%	506
2022 Q1	–	Sell	-2,630	Closed	-$31K	–	622
2021 Q4	$31K	Hold	2,630	–	–	0.01%	483
2021 Q3	$30K	Buy	+2,630	New	+$31.5K	0.01%	483
2021 Q2	–	Sell	-2,630	Closed	-$32K	–	509
2021 Q1	$32K	Buy	+2,630	New	+$28.7K	0.02%	389
2020 Q1	–	Sell	-2,630	Closed	-$30K	–	402
2019 Q4	$30K	Buy	+2,630	New	+$28.7K	0.02%	340

Other funds holding MDU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Total Clarity Wealth Management's MDU Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 2,630 shares — an estimated $27K sold.

Total Clarity Wealth Management first reported a position in MDU in Q4 2019 and held it in 5 quarters. The position peaked at $32K in Q1 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

Total Clarity Wealth Management reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 2,630 MDU Resources shares in Q3 2022, an estimated $27K.
Total Clarity Wealth Management first reported a position in MDU Resources in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's MDU Resources position peaked at $32K in Q1 2021.
378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.