FWM
USBC

Focused Wealth Management’s USBC Inc USBC Stock Holding History

Focused Wealth Management’s Portfolio USBC Stock Details USBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$1.27K – 597
2023
Q4 		$1.27K Hold
63
– – ﹤0.01% 830
2023
Q3 		$625 Hold
63
– – ﹤0.01% 895
2023
Q2 		$2.52K Hold
63
– – ﹤0.01% 773
2023
Q1 		$2.23K Hold
63
– – ﹤0.01% 784
2022
Q4 		$4K Hold
63
– – ﹤0.01% 700
2022
Q3 		$5K Buy
+63
New +$4.86K ﹤0.01% 624

Other funds holding USBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
FC
Fulcrum Capital Seattle, Washington $461M AUM 17.82% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Focused Wealth Management's USBC Position: Q1 2024 in Review

Focused Wealth Management sold out of USBC Inc (USBC) in Q1 2024, closing a stake of 63 shares — an estimated $1.27K sold.

Focused Wealth Management first reported a position in USBC in Q3 2022 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 27 funds tracked by Wall St. Rank hold USBC as of Q1 2024.

  • Focused Wealth Management reported no remaining USBC Inc position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 63 USBC Inc shares in Q1 2024, an estimated $1.27K.
  • Focused Wealth Management first reported a position in USBC Inc in Q3 2022 and held it in 6 quarters.
  • Focused Wealth Management's USBC Inc position peaked at $5K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held USBC Inc as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.