CWM
USB icon

ClientFirst Wealth Management’s US Bancorp USB Stock Holding History

ClientFirst 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
-13,436
Closed -$618K – 27
2022
Q2 		$618K Hold
13,436
– – 0.94% 14
2022
Q1 		$714K Hold
13,436
– – 0.66% 16
2021
Q4 		$762K Buy
+13,436
New +$795K 0.68% 15

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

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

ClientFirst Wealth Management sold out of US Bancorp (USB) in Q3 2022, closing a stake of 13,436 shares — an estimated $618K sold.

ClientFirst Wealth Management first reported a position in USB in Q4 2021 and held it in 3 quarters. The position peaked at $762K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • ClientFirst Wealth Management reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
  • ClientFirst Wealth Management sold 13,436 US Bancorp shares in Q3 2022, an estimated $618K.
  • ClientFirst Wealth Management first reported a position in US Bancorp in Q4 2021 and held it in 3 quarters.
  • ClientFirst Wealth Management's US Bancorp position peaked at $762K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on ClientFirst Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.