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Evolution Wealth Advisors’s US Bancorp USB Stock Holding History

Evolution 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
2021
Q4 		– Sell
-58
Closed -$3K – 605
2021
Q3 		$3K Hold
58
– – ﹤0.01% 632
2021
Q2 		$3K Hold
58
– – ﹤0.01% 609
2021
Q1 		$3K Hold
58
– – ﹤0.01% 618
2020
Q4 		$3K Sell
58
-208
-78% -$8.8K ﹤0.01% 544
2020
Q3 		$10K Hold
266
– – ﹤0.01% 358
2020
Q2 		$10K Sell
266
-62
-19% -$2.21K ﹤0.01% 294
2020
Q1 		$11K Buy
328
+129
+65% +$6.22K ﹤0.01% 205
2019
Q4 		$12K Sell
199
-129
-39% -$7.46K ﹤0.01% 274
2019
Q3 		$18K Buy
328
+115
+54% +$6.21K 0.01% 109
2019
Q2 		$11K Buy
+213
New +$11K ﹤0.01% 168

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
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

Evolution Wealth Advisors's USB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of US Bancorp (USB) in Q4 2021, closing a stake of 58 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in USB in Q2 2019 and held it in 10 quarters. The position peaked at $18K in Q3 2019. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining US Bancorp position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 58 US Bancorp shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in US Bancorp in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's US Bancorp position peaked at $18K in Q3 2019.
  • 1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.