HGWM
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Harvest Group Wealth Management’s US Bancorp USB Stock Holding History

Harvest Group Wealth 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
2020
Q4 		– Sell
-125
Closed -$4K – 854
2020
Q3 		$4K Buy
+125
New +$4.57K ﹤0.01% 290

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Harvest Group Wealth Management's USB Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of US Bancorp (USB) in Q4 2020, closing a stake of 125 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in USB in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 1,582 funds tracked by Wall St. Rank hold USB as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 125 US Bancorp shares in Q4 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in US Bancorp in Q3 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's US Bancorp position peaked at $4K in Q3 2020.
  • 1,582 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.