1NWS
USB icon

1 North Wealth Services’s US Bancorp USB Stock Holding History

1 North Wealth Services’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Hold
81
– – ﹤0.01% 258
2019
Q3 		$4K Buy
+81
New +$4.38K ﹤0.01% 238
2019
Q1 		$4K Buy
+81
New +$4.06K ﹤0.01% 219

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1 North Wealth Services's USB Position: Q4 2019 in Review

1 North Wealth Services held its US Bancorp (USB) position steady in Q4 2019 at 81 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

1 North Wealth Services first reported a position in USB in Q1 2019 and has held it in 3 quarters since. 1,686 funds tracked by Wall St. Rank hold USB as of Q4 2019.

  • 1 North Wealth Services held 81 shares of US Bancorp worth $5K as of Q4 2019.
  • 1 North Wealth Services left its US Bancorp share count unchanged in Q4 2019.
  • US Bancorp made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #258 holding.
  • 1 North Wealth Services first reported a position in US Bancorp in Q1 2019 and has held it in 3 quarters since.
  • 1,686 funds tracked by Wall St. Rank held US Bancorp as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.