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WealthPLAN Partners’s MDU Resources MDU Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,457
Closed -$16.9K – 792
2023
Q2 		$16.9K Sell
1,457
-665
-31% -$7.48K ﹤0.01% 712
2023
Q1 		$24.6K Buy
+2,122
New +$24.7K ﹤0.01% 688
2017
Q2 		– Sell
-518
Closed -$5.37K – 330
2017
Q1 		$5.37K Buy
+518
New +$5.41K 0.02% 340

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's MDU Position: Q3 2023 in Review

WealthPLAN Partners sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 1,457 shares — an estimated $16.9K sold.

WealthPLAN Partners first reported a position in MDU in Q1 2017 and held it in 3 quarters. The position peaked at $24.6K in Q1 2023. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • WealthPLAN Partners reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,457 MDU Resources shares in Q3 2023, an estimated $16.9K.
  • WealthPLAN Partners first reported a position in MDU Resources in Q1 2017 and held it in 3 quarters.
  • WealthPLAN Partners's MDU Resources position peaked at $24.6K in Q1 2023.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.