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Tradition Wealth Management’s Murphy USA MUSA Stock Holding History

Tradition 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
2023
Q4 		– Sell
-15
Closed -$5K – 1332
2023
Q3 		$5K Sell
15
-4
-21% -$1.27K ﹤0.01% 1186
2023
Q2 		$6K Buy
+19
New +$5.32K ﹤0.01% 1163

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Tradition Wealth Management's MUSA Position: Q4 2023 in Review

Tradition Wealth Management sold out of Murphy USA (MUSA) in Q4 2023, closing a stake of 15 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in MUSA in Q2 2023 and held it in 2 quarters. The position peaked at $6K in Q2 2023. 437 funds tracked by Wall St. Rank hold MUSA as of Q4 2023.

  • Tradition Wealth Management reported no remaining Murphy USA position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 15 Murphy USA shares in Q4 2023, an estimated $5K.
  • Tradition Wealth Management first reported a position in Murphy USA in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Murphy USA position peaked at $6K in Q2 2023.
  • 437 funds tracked by Wall St. Rank held Murphy USA as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.