Consolidated Planning Corp’s US Bancorp USB Stock Holding History

Consolidated Planning Corp’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	-65	Closed	-$4K	–	421
2021 Q3	$4K	Buy	+65	New	+$3.7K	﹤0.01%	383

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Consolidated Planning Corp's USB Position: Q4 2021 in Review

Consolidated Planning Corp sold out of US Bancorp (USB) in Q4 2021, closing a stake of 65 shares — an estimated $4K sold.

Consolidated Planning Corp first reported a position in USB in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

Consolidated Planning Corp reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 65 US Bancorp shares in Q4 2021, an estimated $4K.
Consolidated Planning Corp first reported a position in US Bancorp in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's US Bancorp position peaked at $4K in Q3 2021.
1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.