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Clearview Wealth Advisors’s US Bancorp USB Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-769
Closed -$25.4K – 611
2023
Q2 		$25.4K Hold
769
– – 0.03% 248
2023
Q1 		$27.7K Sell
769
-11
-1% -$490 0.03% 239
2022
Q4 		$34K Sell
780
-262
-25% -$11.2K 0.03% 191
2022
Q3 		$42K Sell
1,042
-157
-13% -$7.26K 0.03% 185
2022
Q2 		$55K Sell
1,199
-84
-7% -$4.19K 0.04% 175
2022
Q1 		$68K Sell
1,283
-38
-3% -$2.18K 0.04% 173
2021
Q4 		$74K Sell
1,321
-1,653
-56% -$97.8K 0.05% 192
2021
Q3 		$177K Sell
2,974
-706
-19% -$40.2K 0.11% 120
2021
Q2 		$210K Buy
3,680
+912
+33% +$53.5K 0.13% 114
2021
Q1 		$153K Buy
2,768
+250
+10% +$12.5K 0.1% 125
2020
Q4 		$117K Buy
+2,518
New +$107K 0.08% 128

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's USB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of US Bancorp (USB) in Q3 2023, closing a stake of 769 shares — an estimated $25.4K sold.

Clearview Wealth Advisors first reported a position in USB in Q4 2020 and held it in 11 quarters. The position peaked at $210K in Q2 2021. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 769 US Bancorp shares in Q3 2023, an estimated $25.4K.
  • Clearview Wealth Advisors first reported a position in US Bancorp in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's US Bancorp position peaked at $210K in Q2 2021.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.