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BDO Wealth Advisors’s US Bancorp USB Stock Holding History

BDO 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
2023
Q2 		$45.5K Buy
1,376
+126
+10% +$4.07K 0.01% 447
2023
Q1 		$45.1K Hold
1,250
– – 0.01% 439
2022
Q4 		$54.5K Sell
1,250
-350
-22% -$15K 0.01% 400
2022
Q3 		$65K Buy
1,600
+350
+28% +$16.2K 0.01% 375
2022
Q2 		$58K Sell
1,250
-144
-10% -$7.19K 0.01% 389
2022
Q1 		$74K Sell
1,394
-175
-11% -$10.1K 0.01% 371
2021
Q4 		$88K Buy
1,569
+319
+26% +$18.9K 0.01% 366
2021
Q3 		$74K Hold
1,250
– – 0.01% 391
2021
Q2 		$71K Hold
1,250
– – 0.01% 415
2021
Q1 		$69K Buy
1,250
+50
+4% +$2.5K 0.01% 406
2020
Q4 		$56K Hold
1,200
– – 0.01% 341
2020
Q3 		$43K Hold
1,200
– – 0.01% 350
2020
Q2 		$44K Hold
1,200
– – 0.01% 343
2020
Q1 		$41K Hold
1,200
– – 0.01% 358
2019
Q4 		$71K Hold
1,200
– – 0.02% 270
2019
Q3 		$66K Hold
1,200
– – 0.02% 286
2019
Q2 		$63K Hold
1,200
– – 0.02% 285
2019
Q1 		$58K Sell
1,200
-274
-19% -$13.7K 0.02% 268
2018
Q4 		$67K Hold
1,474
– – 0.02% 237
2018
Q3 		$78K Sell
1,474
-60
-4% -$3.18K 0.03% 240
2018
Q2 		$77K Buy
1,534
+274
+22% +$13.9K 0.03% 240
2018
Q1 		$64K Buy
1,260
+60
+5% +$3.28K 0.02% 227
2017
Q4 		$64K Hold
1,200
– – 0.03% 191
2017
Q3 		$64K Sell
1,200
-59
-5% -$3.09K 0.03% 176
2017
Q2 		$65K Buy
+1,259
New +$64.8K 0.03% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

BDO Wealth Advisors's USB Position: Q2 2023 in Review

BDO Wealth Advisors increased its US Bancorp (USB) stake by 10% in Q2 2023, buying an estimated $4.07K and bringing the position to 1,376 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #447.

BDO Wealth Advisors first reported a position in USB in Q2 2017 and has held it in 25 quarters since. The position peaked at $88K in Q4 2021. 1,588 funds tracked by Wall St. Rank hold USB as of Q2 2023.

  • BDO Wealth Advisors held 1,376 shares of US Bancorp worth $45.5K as of Q2 2023.
  • BDO Wealth Advisors bought 126 US Bancorp shares in Q2 2023, an estimated $4.07K.
  • US Bancorp made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #447 holding.
  • BDO Wealth Advisors first reported a position in US Bancorp in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's US Bancorp position peaked at $88K in Q4 2021.
  • 1,588 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.