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TrinityPoint Wealth’s Murphy USA MUSA Stock Holding History

TrinityPoint Wealth’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
2024
Q2 		– Sell
-506
Closed -$212K – 325
2024
Q1 		$212K Sell
506
-80
-14% -$31.3K 0.04% 292
2023
Q4 		$209K Sell
586
-90
-13% -$32.6K 0.04% 286
2023
Q3 		$231K Sell
676
-103
-13% -$32.7K 0.05% 256
2023
Q2 		$242K Sell
779
-55
-7% -$15.4K 0.05% 244
2023
Q1 		$215K Buy
834
+114
+16% +$29.7K 0.05% 253
2022
Q4 		$201K Buy
+720
New +$209K 0.05% 265

Other funds holding MUSA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrinityPoint Wealth's MUSA Position: Q2 2024 in Review

TrinityPoint Wealth sold out of Murphy USA (MUSA) in Q2 2024, closing a stake of 506 shares — an estimated $212K sold.

TrinityPoint Wealth first reported a position in MUSA in Q4 2022 and held it in 6 quarters. The position peaked at $242K in Q2 2023. 479 funds tracked by Wall St. Rank hold MUSA as of Q2 2024.

  • TrinityPoint Wealth reported no remaining Murphy USA position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 506 Murphy USA shares in Q2 2024, an estimated $212K.
  • TrinityPoint Wealth first reported a position in Murphy USA in Q4 2022 and held it in 6 quarters.
  • TrinityPoint Wealth's Murphy USA position peaked at $242K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Murphy USA as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.