Doyle Wealth Management’s Usio Inc USIO Stock Holding History

Doyle Wealth Management’s Portfolio USIO Stock Details USIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-23	Closed	–	–	724
2019 Q2	$0	Buy	+23	New	+$63	﹤0.01%	852
2019 Q1	–	Sell	-23	Closed	–	–	716
2018 Q4	$0	Buy	+23	New	+$40	﹤0.01%	866

Other funds holding USIO

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Doyle Wealth Management's USIO Position: Q3 2019 in Review

Doyle Wealth Management sold out of Usio Inc (USIO) in Q3 2019, closing a stake of 23 shares.

Doyle Wealth Management first reported a position in USIO in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 10 funds tracked by Wall St. Rank hold USIO as of Q3 2019.

Doyle Wealth Management reported no remaining Usio Inc position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 23 Usio Inc shares in Q3 2019.
Doyle Wealth Management first reported a position in Usio Inc in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Usio Inc position peaked at $0 in Q2 2019.
10 funds tracked by Wall St. Rank held Usio Inc as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.