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Investment Research & Advisory Group’s US Bancorp USB Stock Holding History

Investment Research & Advisory Group’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
2021
Q3 		– Sell
-148
Closed -$8K – 180
2021
Q2 		$8K Buy
+148
New +$8.68K 0.01% 145

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Investment Research & Advisory Group's USB Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of US Bancorp (USB) in Q3 2021, closing a stake of 148 shares — an estimated $8K sold.

Investment Research & Advisory Group first reported a position in USB in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining US Bancorp position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 148 US Bancorp shares in Q3 2021, an estimated $8K.
  • Investment Research & Advisory Group first reported a position in US Bancorp in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's US Bancorp position peaked at $8K in Q2 2021.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.