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Advocacy Wealth Management Services’s US Bancorp USB Stock Holding History

Advocacy Wealth Management 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
2022
Q4 		– Sell
-426
Closed -$18K – 128
2022
Q3 		$18K Hold
426
– – ﹤0.01% 87
2022
Q2 		$20K Sell
426
-146
-26% -$7.29K ﹤0.01% 86
2022
Q1 		$30K Buy
572
+240
+72% +$13.8K 0.01% 77
2021
Q4 		$19K Hold
332
– – ﹤0.01% 100
2021
Q3 		$20K Hold
332
– – ﹤0.01% 92
2021
Q2 		$19K Sell
332
-118
-26% -$6.92K ﹤0.01% 110
2021
Q1 		$25K Hold
450
– – 0.01% 81
2020
Q4 		$21K Hold
450
– – ﹤0.01% 88
2020
Q3 		$16K Sell
450
-199
-31% -$7.28K ﹤0.01% 93
2020
Q2 		$24K Sell
649
-200
-24% -$7.13K ﹤0.01% 77
2020
Q1 		$27K Buy
849
+312
+58% +$15K 0.01% 59
2019
Q4 		$32K Sell
537
-13
-2% -$752 0.01% 67
2019
Q3 		$30K Hold
550
– – 0.02% 69
2019
Q2 		$29K Hold
550
– – 0.02% 70
2019
Q1 		$27K Hold
550
– – 0.03% 64
2018
Q4 		$25K Buy
550
+184
+50% +$9.47K 0.02% 72
2018
Q3 		$19K Hold
366
– – 0.01% 94
2018
Q2 		$18K Hold
366
– – 0.01% 95
2018
Q1 		$18K Sell
366
-594
-62% -$32.5K 0.01% 99
2017
Q4 		$51K Sell
960
-960
-50% -$51.7K 0.04% 48
2017
Q3 		$100K Buy
1,920
+960
+100% +$50.2K 0.04% 38
2017
Q2 		$50K Hold
960
– – 0.02% 74
2017
Q1 		$49K Buy
960
+472
+97% +$25.2K 0.02% 75
2016
Q4 		$25K Sell
488
-637
-57% -$30.3K 0.01% 125
2016
Q3 		$48K Sell
1,125
-575
-34% -$24.4K 0.02% 120
2016
Q2 		$69K Sell
1,700
-96
-5% -$4K 0.03% 122
2016
Q1 		$73K Sell
1,796
-200
-10% -$7.98K 0.05% 151
2015
Q4 		$85K Buy
+1,996
New +$85.3K 0.1% 131
2013
Q3 		$49K Buy
+1,285
New +$47.6K 0.13% 118

Other funds holding USB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advocacy Wealth Management Services's USB Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of US Bancorp (USB) in Q4 2022, closing a stake of 426 shares — an estimated $18K sold.

Advocacy Wealth Management Services first reported a position in USB in Q3 2013 and held it in 29 quarters. The position peaked at $100K in Q3 2017. 1,741 funds tracked by Wall St. Rank hold USB as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 426 US Bancorp shares in Q4 2022, an estimated $18K.
  • Advocacy Wealth Management Services first reported a position in US Bancorp in Q3 2013 and held it in 29 quarters.
  • Advocacy Wealth Management Services's US Bancorp position peaked at $100K in Q3 2017.
  • 1,741 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.