Amplius Wealth Advisors’s US Bancorp USB Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-1,215	Closed	-$68K	–	862
2021 Q4	$68K	Buy	+1,215	New	+$71.9K	0.01%	292

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Amplius Wealth Advisors's USB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of US Bancorp (USB) in Q1 2022, closing a stake of 1,215 shares — an estimated $68K sold.

Amplius Wealth Advisors first reported a position in USB in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

Amplius Wealth Advisors reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 1,215 US Bancorp shares in Q1 2022, an estimated $68K.
Amplius Wealth Advisors first reported a position in US Bancorp in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's US Bancorp position peaked at $68K in Q4 2021.
1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.