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Wealthcare Advisory Partners’s Murphy USA MUSA Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-252
Closed -$36K – 1359
2021
Q1 		$36K Buy
+252
New +$32.6K ﹤0.01% 993
2020
Q2 		– Sell
-171
Closed -$14K – 982
2020
Q1 		$14K Hold
171
– – ﹤0.01% 829
2019
Q4 		$20K Hold
171
– – ﹤0.01% 764
2019
Q3 		$15K Buy
+171
New +$15K ﹤0.01% 826

Other funds holding MUSA

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's MUSA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Murphy USA (MUSA) in Q2 2021, closing a stake of 252 shares — an estimated $36K sold.

Wealthcare Advisory Partners first reported a position in MUSA in Q3 2019 and held it in 4 quarters. The position peaked at $36K in Q1 2021. 289 funds tracked by Wall St. Rank hold MUSA as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Murphy USA position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 252 Murphy USA shares in Q2 2021, an estimated $36K.
  • Wealthcare Advisory Partners first reported a position in Murphy USA in Q3 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Murphy USA position peaked at $36K in Q1 2021.
  • 289 funds tracked by Wall St. Rank held Murphy USA as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.