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Independent Wealth Network’s US Bancorp USB Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-3,765
Closed -$211K – 240
2021
Q4 		$211K Buy
3,765
+114
+3% +$6.74K 0.13% 187
2021
Q3 		$226K Buy
+3,651
New +$208K 0.15% 177

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 Wealth Network's USB Position: Q1 2022 in Review

Independent Wealth Network sold out of US Bancorp (USB) in Q1 2022, closing a stake of 3,765 shares — an estimated $211K sold.

Independent Wealth Network first reported a position in USB in Q3 2021 and held it in 2 quarters. The position peaked at $226K in Q3 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Independent Wealth Network reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Independent Wealth Network sold 3,765 US Bancorp shares in Q1 2022, an estimated $211K.
  • Independent Wealth Network first reported a position in US Bancorp in Q3 2021 and held it in 2 quarters.
  • Independent Wealth Network's US Bancorp position peaked at $226K in Q3 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Independent Wealth Network's 13F filing for Q1 2022, filed 20 Apr 2022.