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Capital Directions Investment Advisors’s US Bancorp USB Stock Holding History

Capital Directions Investment 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
-363
Closed -$22K – 219
2021
Q3 		$22K Buy
+363
New +$20.7K 0.01% 190
2021
Q1 		– Sell
-4,176
Closed -$195K – 345
2020
Q4 		$195K Hold
4,176
– – 0.07% 59
2020
Q3 		$150K Hold
4,176
– – 0.06% 63
2020
Q2 		$154K Hold
4,176
– – 0.06% 61
2020
Q1 		$144K Hold
4,176
– – 0.06% 64
2019
Q4 		$248K Hold
4,176
– – 0.08% 61
2019
Q3 		$231K Buy
+4,176
New +$226K 0.08% 59

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

Capital Directions Investment Advisors's USB Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of US Bancorp (USB) in Q4 2021, closing a stake of 363 shares — an estimated $22K sold.

Capital Directions Investment Advisors first reported a position in USB in Q3 2019 and held it in 7 quarters. The position peaked at $248K in Q4 2019. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 363 US Bancorp shares in Q4 2021, an estimated $22K.
  • Capital Directions Investment Advisors first reported a position in US Bancorp in Q3 2019 and held it in 7 quarters.
  • Capital Directions Investment Advisors's US Bancorp position peaked at $248K in Q4 2019.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.