Latitude Advisors’s US Bancorp USB Stock Holding History

Latitude Advisors’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 Q2	–	Sell	-8,131	Closed	-$432K	–	309
2022 Q1	$432K	Buy	+8,131	New	+$467K	0.1%	205

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Latitude Advisors's USB Position: Q2 2022 in Review

Latitude Advisors sold out of US Bancorp (USB) in Q2 2022, closing a stake of 8,131 shares — an estimated $432K sold.

Latitude Advisors first reported a position in USB in Q1 2022 and held it in 1 quarter. The position peaked at $432K in Q1 2022. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

Latitude Advisors reported no remaining US Bancorp position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 8,131 US Bancorp shares in Q2 2022, an estimated $432K.
Latitude Advisors first reported a position in US Bancorp in Q1 2022 and held it in 1 quarter.
Latitude Advisors's US Bancorp position peaked at $432K in Q1 2022.
1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.