AWS
USB icon

Arkfeld Wealth Strategies’s US Bancorp USB Stock Holding History

Arkfeld Wealth Strategies’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
2021
Q4 		– Sell
-39,943
Closed -$2.49M – 78
2021
Q3 		$2.49M Sell
39,943
-22,404
-36% -$1.28M 1.5% 22
2021
Q2 		$3.55M Sell
62,347
-1,788
-3% -$105K 2.16% 18
2021
Q1 		$3.7M Sell
64,135
-1,125
-2% -$56.2K 2.36% 16
2020
Q4 		$3.22M Sell
65,260
-390
-0.6% -$16.5K 2.48% 14
2020
Q3 		$2.41M Buy
65,650
+500
+0.8% +$18.3K 2.28% 17
2020
Q2 		$2.4M Buy
+65,150
New +$2.32M 2.68% 14

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Arkfeld Wealth Strategies's USB Position: Q4 2021 in Review

Arkfeld Wealth Strategies sold out of US Bancorp (USB) in Q4 2021, closing a stake of 39,943 shares — an estimated $2.49M sold.

Arkfeld Wealth Strategies first reported a position in USB in Q2 2020 and held it in 6 quarters. The position peaked at $3.7M in Q1 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Arkfeld Wealth Strategies reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Arkfeld Wealth Strategies sold 39,943 US Bancorp shares in Q4 2021, an estimated $2.49M.
  • Arkfeld Wealth Strategies first reported a position in US Bancorp in Q2 2020 and held it in 6 quarters.
  • Arkfeld Wealth Strategies's US Bancorp position peaked at $3.7M in Q1 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Arkfeld Wealth Strategies's 13F filing for Q4 2021, filed 19 Jan 2022.