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Atlas Private Wealth Advisors’s US Bancorp USB Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-108
Closed -$6K – 660
2021
Q3 		$6K Sell
108
-62
-36% -$3.53K ﹤0.01% 549
2021
Q2 		$10K Buy
170
+108
+174% +$6.34K 0.01% 477
2021
Q1 		$3K Hold
62
– – ﹤0.01% 710
2020
Q4 		$3K Hold
62
– – ﹤0.01% 608
2020
Q3 		$2K Hold
62
– – ﹤0.01% 596
2020
Q2 		$2K Buy
+62
New +$2.21K ﹤0.01% 614

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

Atlas Private Wealth Advisors's USB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of US Bancorp (USB) in Q4 2021, closing a stake of 108 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in USB in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 108 US Bancorp shares in Q4 2021, an estimated $6K.
  • Atlas Private Wealth Advisors first reported a position in US Bancorp in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's US Bancorp position peaked at $10K in Q2 2021.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.