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U.S. Capital Wealth Advisors’s MDU Resources MDU Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-2,367
Closed -$27.3K – 1157
2022
Q4 		$27.3K Buy
+2,367
New +$26.6K ﹤0.01% 1038

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's MDU Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 2,367 shares — an estimated $27.3K sold.

U.S. Capital Wealth Advisors first reported a position in MDU in Q4 2022 and held it in 1 quarter. The position peaked at $27.3K in Q4 2022. 410 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 2,367 MDU Resources shares in Q1 2023, an estimated $27.3K.
  • U.S. Capital Wealth Advisors first reported a position in MDU Resources in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's MDU Resources position peaked at $27.3K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.