Innova Wealth Partners’s US Bancorp USB Stock Holding History

Innova 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 Q3	–	Sell	-5,065	Closed	-$233K	–	61
2022 Q2	$233K	Buy	5,065 +1,120	+28%	+$55.9K	0.2%	41
2022 Q1	$210K	Hold	3,945	–	–	0.15%	69
2021 Q4	$222K	Sell	3,945 -15	-0.4%	-$887	0.16%	69
2021 Q3	$235K	Hold	3,960	–	–	0.19%	62
2021 Q2	$226K	Hold	3,960	–	–	0.18%	62
2021 Q1	$219K	Buy	+3,960	New	+$198K	0.19%	58

Other funds holding USB

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Innova Wealth Partners's USB Position: Q3 2022 in Review

Innova Wealth Partners sold out of US Bancorp (USB) in Q3 2022, closing a stake of 5,065 shares — an estimated $233K sold.

Innova Wealth Partners first reported a position in USB in Q1 2021 and held it in 6 quarters. The position peaked at $235K in Q3 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

Innova Wealth Partners reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
Innova Wealth Partners sold 5,065 US Bancorp shares in Q3 2022, an estimated $233K.
Innova Wealth Partners first reported a position in US Bancorp in Q1 2021 and held it in 6 quarters.
Innova Wealth Partners's US Bancorp position peaked at $235K in Q3 2021.
1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Innova Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.