Cascadia Advisory Services’s US Bancorp USB Stock Holding History

Cascadia Advisory Services’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 Q3	$298K	Sell	5,020 -27	-0.5%	-$1.54K	0.06%	211
2021 Q2	$288K	Hold	5,047	–	–	0.06%	205
2021 Q1	$279K	Buy	+5,047	New	+$252K	0.06%	202
2020 Q3	–	Sell	-5,574	Closed	-$205K	–	219
2020 Q2	$205K	Buy	+5,574	New	+$199K	0.06%	161
2019 Q4	$225K	Buy	+3,801	New	+$220K	0.06%	224

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Cascadia Advisory Services's USB Position: Q3 2021 in Review

Cascadia Advisory Services reduced its US Bancorp (USB) stake by 0.53% in Q3 2021, selling an estimated $1.54K and leaving 5,020 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #211.

Cascadia Advisory Services first reported a position in USB in Q4 2019 and has held it in 5 quarters since. 1,678 funds tracked by Wall St. Rank hold USB as of Q3 2021.

Cascadia Advisory Services held 5,020 shares of US Bancorp worth $298K as of Q3 2021.
Cascadia Advisory Services sold 27 US Bancorp shares in Q3 2021, an estimated $1.54K.
US Bancorp made up 0.06% of Cascadia Advisory Services's portfolio in Q3 2021, its #211 holding.
Cascadia Advisory Services first reported a position in US Bancorp in Q4 2019 and has held it in 5 quarters since.
1,678 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.