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Independent Solutions Wealth Management’s US Bancorp USB Stock Holding History

Independent Solutions 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
Q1 		– Sell
-8,372
Closed -$496K – 155
2019
Q4 		$496K Buy
+8,372
New +$484K 0.22% 90

Other funds holding USB

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Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Independent Solutions Wealth Management's USB Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of US Bancorp (USB) in Q1 2020, closing a stake of 8,372 shares — an estimated $496K sold.

Independent Solutions Wealth Management first reported a position in USB in Q4 2019 and held it in 1 quarter. The position peaked at $496K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,372 US Bancorp shares in Q1 2020, an estimated $496K.
  • Independent Solutions Wealth Management first reported a position in US Bancorp in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's US Bancorp position peaked at $496K in Q4 2019.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.