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Garrett Wealth Advisory Group’s US Bancorp USB Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-404
Closed -$22.4K – 607
2019
Q3 		$22.4K Buy
+404
New +$21.8K 0.02% 197

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garrett Wealth Advisory Group's USB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of US Bancorp (USB) in Q4 2019, closing a stake of 404 shares — an estimated $22.4K sold.

Garrett Wealth Advisory Group first reported a position in USB in Q3 2019 and held it in 1 quarter. The position peaked at $22.4K in Q3 2019. 1,686 funds tracked by Wall St. Rank hold USB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining US Bancorp position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 404 US Bancorp shares in Q4 2019, an estimated $22.4K.
  • Garrett Wealth Advisory Group first reported a position in US Bancorp in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's US Bancorp position peaked at $22.4K in Q3 2019.
  • 1,686 funds tracked by Wall St. Rank held US Bancorp as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.