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Global Wealth Management Investment Advisory’s US Bancorp USB Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-150
Closed -$5K – 680
2020
Q1 		$5K Buy
150
+100
+200% +$4.82K ﹤0.01% 422
2019
Q4 		$3K Sell
50
-55
-52% -$3.18K ﹤0.01% 497
2019
Q3 		$6K Hold
105
– – ﹤0.01% 392
2019
Q2 		$6K Hold
105
– – ﹤0.01% 432
2019
Q1 		$5K Sell
105
-550
-84% -$27.6K ﹤0.01% 459
2018
Q4 		$30K Buy
+655
New +$33.7K 0.02% 255

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Wealth Management Investment Advisory's USB Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of US Bancorp (USB) in Q2 2020, closing a stake of 150 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in USB in Q4 2018 and held it in 6 quarters. The position peaked at $30K in Q4 2018. 1,430 funds tracked by Wall St. Rank hold USB as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining US Bancorp position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 150 US Bancorp shares in Q2 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in US Bancorp in Q4 2018 and held it in 6 quarters.
  • Global Wealth Management Investment Advisory's US Bancorp position peaked at $30K in Q4 2018.
  • 1,430 funds tracked by Wall St. Rank held US Bancorp as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.