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ARS Wealth Advisors Group’s US Bancorp USB Stock Holding History

ARS Wealth Advisors 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
2022
Q3 		– Sell
-4,807
Closed -$221K – 167
2022
Q2 		$221K Hold
4,807
– – 0.03% 146
2022
Q1 		$255K Hold
4,807
– – 0.04% 112
2021
Q4 		$270K Hold
4,807
– – 0.05% 116
2021
Q3 		$286K Buy
+4,807
New +$274K 0.05% 109

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ARS Wealth Advisors Group's USB Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of US Bancorp (USB) in Q3 2022, closing a stake of 4,807 shares — an estimated $221K sold.

ARS Wealth Advisors Group first reported a position in USB in Q3 2021 and held it in 4 quarters. The position peaked at $286K in Q3 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 4,807 US Bancorp shares in Q3 2022, an estimated $221K.
  • ARS Wealth Advisors Group first reported a position in US Bancorp in Q3 2021 and held it in 4 quarters.
  • ARS Wealth Advisors Group's US Bancorp position peaked at $286K in Q3 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.