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Better Money Decisions’s US Bancorp USB Stock Holding History

Better Money Decisions’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
-245
Closed -$11K – 412
2022
Q2 		$11K Buy
+245
New +$12.2K 0.01% 306
2021
Q4 		– Sell
-322
Closed -$19K – 540
2021
Q3 		$19K Buy
322
+2
+0.6% +$114 0.02% 288
2021
Q2 		$18K Buy
320
+2
+0.6% +$117 0.02% 282
2021
Q1 		$18K Buy
+318
New +$15.9K 0.02% 238

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

Better Money Decisions's USB Position: Q3 2022 in Review

Better Money Decisions sold out of US Bancorp (USB) in Q3 2022, closing a stake of 245 shares — an estimated $11K sold.

Better Money Decisions first reported a position in USB in Q1 2021 and held it in 4 quarters. The position peaked at $19K in Q3 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • Better Money Decisions reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 245 US Bancorp shares in Q3 2022, an estimated $11K.
  • Better Money Decisions first reported a position in US Bancorp in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's US Bancorp position peaked at $19K in Q3 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.