IMA Advisory Services’s US Bancorp USB Stock Holding History

IMA Advisory Services’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	-31	Closed	-$1K	–	319
2020 Q3	$1K	Buy	+31	New	+$1.13K	﹤0.01%	290
2020 Q1	–	Sell	-132	Closed	-$8K	–	291
2019 Q4	$8K	Buy	132 +1	+0.8%	+$58	﹤0.01%	226
2019 Q3	$7K	Buy	131 +1	+0.8%	+$54	﹤0.01%	231
2019 Q2	$7K	Buy	+130	New	+$6.7K	﹤0.01%	221
2018 Q3	–	Sell	-76	Closed	-$4K	–	456
2018 Q2	$4K	Buy	+76	New	+$3.86K	﹤0.01%	364

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

IMA Advisory Services's USB Position: Q4 2020 in Review

IMA Advisory Services sold out of US Bancorp (USB) in Q4 2020, closing a stake of 31 shares — an estimated $1K sold.

IMA Advisory Services first reported a position in USB in Q2 2018 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 1,582 funds tracked by Wall St. Rank hold USB as of Q4 2020.

IMA Advisory Services reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
IMA Advisory Services sold 31 US Bancorp shares in Q4 2020, an estimated $1K.
IMA Advisory Services first reported a position in US Bancorp in Q2 2018 and held it in 5 quarters.
IMA Advisory Services's US Bancorp position peaked at $8K in Q4 2019.
1,582 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on IMA Advisory Services's 13F filing for Q4 2020, filed 8 Feb 2021.