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B.O.S.S. Retirement Advisors’s US Bancorp USB Stock Holding History

B.O.S.S. Retirement 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
Q4 		– Sell
-42,008
Closed -$1.92M – 289
2024
Q3 		$1.92M Buy
42,008
+1,638
+4% +$71.8K 0.39% 66
2024
Q2 		$1.6M Sell
40,370
-764
-2% -$31.2K 0.41% 64
2024
Q1 		$1.78M Sell
41,134
-4,943
-11% -$209K 0.68% 56
2023
Q4 		$1.99M Sell
46,077
-4,923
-10% -$180K 0.39% 85
2023
Q3 		$1.69M Sell
51,000
-6,868
-12% -$250K 0.36% 97
2023
Q2 		$1.91M Sell
57,868
-1,671
-3% -$54K 0.41% 81
2023
Q1 		$2.15M Buy
59,539
+4,681
+9% +$209K 0.5% 62
2022
Q4 		$2.39M Buy
+54,858
New +$2.35M 0.61% 46

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

B.O.S.S. Retirement Advisors's USB Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of US Bancorp (USB) in Q4 2024, closing a stake of 42,008 shares — an estimated $1.92M sold.

B.O.S.S. Retirement Advisors first reported a position in USB in Q4 2022 and held it in 8 quarters. The position peaked at $2.39M in Q4 2022. 1,855 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 42,008 US Bancorp shares in Q4 2024, an estimated $1.92M.
  • B.O.S.S. Retirement Advisors first reported a position in US Bancorp in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's US Bancorp position peaked at $2.39M in Q4 2022.
  • 1,855 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.