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C2C Wealth Management’s US Bancorp USB Stock Holding History

C2C Wealth Management’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
-4,444
Closed -$211K – 189
2022
Q2 		$211K Hold
4,444
– – 0.04% 172
2022
Q1 		$237K Sell
4,444
-14
-0.3% -$804 0.04% 179
2021
Q4 		$250K Buy
+4,458
New +$264K 0.04% 190

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

C2C Wealth Management's USB Position: Q3 2022 in Review

C2C Wealth Management sold out of US Bancorp (USB) in Q3 2022, closing a stake of 4,444 shares — an estimated $211K sold.

C2C Wealth Management first reported a position in USB in Q4 2021 and held it in 3 quarters. The position peaked at $250K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • C2C Wealth Management reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
  • C2C Wealth Management sold 4,444 US Bancorp shares in Q3 2022, an estimated $211K.
  • C2C Wealth Management first reported a position in US Bancorp in Q4 2021 and held it in 3 quarters.
  • C2C Wealth Management's US Bancorp position peaked at $250K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on C2C Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.