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Clear Perspectives Financial Planning’s US Bancorp USB Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-27
Closed -$1K – 262
2022
Q3 		$1K Buy
+27
New +$1.25K ﹤0.01% 207

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspectives Financial Planning's USB Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of US Bancorp (USB) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in USB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,741 funds tracked by Wall St. Rank hold USB as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 27 US Bancorp shares in Q4 2022, an estimated $1K.
  • Clear Perspectives Financial Planning first reported a position in US Bancorp in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's US Bancorp position peaked at $1K in Q3 2022.
  • 1,741 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.