AA
USBC

Advisory Alpha’s USBC Inc USBC Stock Holding History

Advisory Alpha’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-350
Closed -$4.01K – 448
2024
Q3 		$4.01K Hold
350
– – ﹤0.01% 423
2024
Q2 		$5.74K Hold
350
– – ﹤0.01% 395
2024
Q1 		$8.82K Hold
350
– – ﹤0.01% 384
2023
Q4 		$7.13K Hold
350
– – ﹤0.01% 345
2023
Q3 		$3.5K Hold
350
– – ﹤0.01% 302
2023
Q2 		$14.1K Hold
350
– – ﹤0.01% 326
2023
Q1 		$12.5K Hold
350
– – ﹤0.01% 280
2022
Q4 		$22.4K Hold
350
– – ﹤0.01% 259
2022
Q3 		$26K Buy
+350
New +$27K ﹤0.01% 240

Other funds holding USBC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Advisory Alpha's USBC Position: Q4 2024 in Review

Advisory Alpha sold out of USBC Inc (USBC) in Q4 2024, closing a stake of 350 shares — an estimated $4.01K sold.

Advisory Alpha first reported a position in USBC in Q3 2022 and held it in 9 quarters. The position peaked at $26K in Q3 2022. 31 funds tracked by Wall St. Rank hold USBC as of Q4 2024.

  • Advisory Alpha reported no remaining USBC Inc position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 350 USBC Inc shares in Q4 2024, an estimated $4.01K.
  • Advisory Alpha first reported a position in USBC Inc in Q3 2022 and held it in 9 quarters.
  • Advisory Alpha's USBC Inc position peaked at $26K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held USBC Inc as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.