Financial Synergies Wealth Advisors’s US Bancorp USB Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-671	Closed	-$30K	–	449
2024 Q1	$30K	Buy	+671	New	+$28.3K	﹤0.01%	160
2023 Q4	–	Sell	-661	Closed	-$21.8K	–	545
2023 Q3	$21.8K	Buy	661 +6	+0.9%	+$219	﹤0.01%	165
2023 Q2	$21.7K	Sell	655 -47	-7%	-$1.52K	﹤0.01%	158
2023 Q1	$25.3K	Buy	+702	New	+$31.3K	﹤0.01%	154
2022 Q4	–	Sell	-39	Closed	-$1.57K	–	502
2022 Q3	$1.57K	Hold	39	–	–	﹤0.01%	242
2022 Q2	$1.79K	Buy	+39	New	+$1.95K	﹤0.01%	249

Other funds holding USB

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 $3.38T AUM 44.17% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's USB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of US Bancorp (USB) in Q2 2024, closing a stake of 671 shares — an estimated $30K sold.

Financial Synergies Wealth Advisors first reported a position in USB in Q2 2022 and held it in 6 quarters. The position peaked at $30K in Q1 2024. 1,675 funds tracked by Wall St. Rank hold USB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining US Bancorp position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 671 US Bancorp shares in Q2 2024, an estimated $30K.
Financial Synergies Wealth Advisors first reported a position in US Bancorp in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's US Bancorp position peaked at $30K in Q1 2024.
1,675 funds tracked by Wall St. Rank held US Bancorp as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.