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Atlas Financial Advisors’s US Bancorp USB Stock Holding History

Atlas Financial 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
2024
Q3 		– Sell
-17,906
Closed -$711K – 40
2024
Q2 		$711K Sell
17,906
-1,426
-7% -$58.2K 1.18% 11
2024
Q1 		$864K Buy
19,332
+1,154
+6% +$48.7K 1.34% 8
2023
Q4 		$787K Sell
18,178
-17,693
-49% -$647K 1.29% 11
2023
Q3 		$1.19M Buy
+35,871
New +$1.31M 0.93% 10

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Atlas Financial Advisors's USB Position: Q3 2024 in Review

Atlas Financial Advisors sold out of US Bancorp (USB) in Q3 2024, closing a stake of 17,906 shares — an estimated $711K sold.

Atlas Financial Advisors first reported a position in USB in Q3 2023 and held it in 4 quarters. The position peaked at $1.19M in Q3 2023. 1,712 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Atlas Financial Advisors reported no remaining US Bancorp position as of Q3 2024 after selling out during the quarter.
  • Atlas Financial Advisors sold 17,906 US Bancorp shares in Q3 2024, an estimated $711K.
  • Atlas Financial Advisors first reported a position in US Bancorp in Q3 2023 and held it in 4 quarters.
  • Atlas Financial Advisors's US Bancorp position peaked at $1.19M in Q3 2023.
  • 1,712 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Atlas Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.