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IAG Wealth Partners’s US Bancorp USB Stock Holding History

IAG Wealth Partners’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
2022
Q4 		– Sell
-305
Closed -$12K – 485
2022
Q3 		$12K Sell
305
-26
-8% -$1.2K ﹤0.01% 262
2022
Q2 		$15K Buy
331
+152
+85% +$7.59K ﹤0.01% 237
2022
Q1 		$10K Buy
179
+46
+35% +$2.64K ﹤0.01% 302
2021
Q4 		$7K Sell
133
-150
-53% -$8.87K ﹤0.01% 332
2021
Q3 		$17K Hold
283
– – 0.01% 214
2021
Q2 		$17K Buy
283
+33
+13% +$1.94K 0.01% 207
2021
Q1 		$14K Hold
250
– – 0.01% 223
2020
Q4 		$12K Hold
250
– – ﹤0.01% 223
2020
Q3 		$9K Hold
250
– – ﹤0.01% 234
2020
Q2 		$10K Hold
250
– – ﹤0.01% 229
2020
Q1 		$9K Hold
250
– – 0.01% 225
2019
Q4 		$15K Buy
+250
New +$14.5K 0.01% 207

Other funds holding USB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAG Wealth Partners's USB Position: Q4 2022 in Review

IAG Wealth Partners sold out of US Bancorp (USB) in Q4 2022, closing a stake of 305 shares — an estimated $12K sold.

IAG Wealth Partners first reported a position in USB in Q4 2019 and held it in 12 quarters. The position peaked at $17K in Q3 2021. 1,742 funds tracked by Wall St. Rank hold USB as of Q4 2022.

  • IAG Wealth Partners reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 305 US Bancorp shares in Q4 2022, an estimated $12K.
  • IAG Wealth Partners first reported a position in US Bancorp in Q4 2019 and held it in 12 quarters.
  • IAG Wealth Partners's US Bancorp position peaked at $17K in Q3 2021.
  • 1,742 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.