Financial Gravity Asset Management’s US Bancorp USB Stock Holding History

Financial Gravity Asset 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
2021 Q3	$59K	Hold	36	–	–	0.03%	499
2021 Q2	$57K	Buy	+36	New	+$2.11K	0.02%	527
2020 Q4	$1K	Buy	+25	New	+$1.06K	﹤0.01%	456
2019 Q4	$19K	Sell	322 -299	-48%	-$17.3K	0.01%	1034
2019 Q3	$34K	Sell	621 -454	-42%	-$24.5K	0.03%	356
2019 Q2	$56K	Buy	1,075 +755	+236%	+$38.9K	0.05%	308
2019 Q1	$16K	Buy	+320	New	+$16K	0.01%	478

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Financial Gravity Asset Management's USB Position: Q3 2021 in Review

Financial Gravity Asset Management held its US Bancorp (USB) position steady in Q3 2021 at 36 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #499.

Financial Gravity Asset Management first reported a position in USB in Q1 2019 and has held it in 7 quarters since. 1,678 funds tracked by Wall St. Rank hold USB as of Q3 2021.

Financial Gravity Asset Management held 36 shares of US Bancorp worth $59K as of Q3 2021.
Financial Gravity Asset Management left its US Bancorp share count unchanged in Q3 2021.
US Bancorp made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #499 holding.
Financial Gravity Asset Management first reported a position in US Bancorp in Q1 2019 and has held it in 7 quarters since.
1,678 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.