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Altus Wealth Group’s US Bancorp USB Stock Holding History

Altus Wealth Group’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
2023
Q2 		– Sell
-5,572
Closed -$201K – 141
2023
Q1 		$201K Buy
+5,572
New +$248K 0.14% 126
2021
Q1 		– Sell
-701
Closed -$33K – 732
2020
Q4 		$33K Buy
+701
New +$29.7K 0.03% 277

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's USB Position: Q2 2023 in Review

Altus Wealth Group sold out of US Bancorp (USB) in Q2 2023, closing a stake of 5,572 shares — an estimated $201K sold.

Altus Wealth Group first reported a position in USB in Q4 2020 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 1,589 funds tracked by Wall St. Rank hold USB as of Q2 2023.

  • Altus Wealth Group reported no remaining US Bancorp position as of Q2 2023 after selling out during the quarter.
  • Altus Wealth Group sold 5,572 US Bancorp shares in Q2 2023, an estimated $201K.
  • Altus Wealth Group first reported a position in US Bancorp in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's US Bancorp position peaked at $201K in Q1 2023.
  • 1,589 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on Altus Wealth Group's 13F filing for Q2 2023, filed 3 Aug 2023.