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Tyler-Stone Wealth Management’s MDU Resources MDU Stock Holding History

Tyler-Stone 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
Q2 		– Sell
-1,052
Closed -$11K – 890
2022
Q1 		$11K Buy
+1,052
New +$11.1K 0.01% 562

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's MDU Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 1,052 shares — an estimated $11K sold.

Tyler-Stone Wealth Management first reported a position in MDU in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,052 MDU Resources shares in Q2 2022, an estimated $11K.
  • Tyler-Stone Wealth Management first reported a position in MDU Resources in Q1 2022 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's MDU Resources position peaked at $11K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.