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Laurel Wealth Planning’s US Bancorp USB Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-28
Closed -$1.22K – 194
2022
Q4 		$1.22K Hold
28
– – ﹤0.01% 201
2022
Q3 		$1K Hold
28
– – ﹤0.01% 210
2022
Q2 		$1K Hold
28
– – ﹤0.01% 234
2022
Q1 		$1K Hold
28
– – ﹤0.01% 260
2021
Q4 		$2K Hold
28
– – ﹤0.01% 189
2021
Q3 		$2K Hold
28
– – ﹤0.01% 197
2021
Q2 		$2K Hold
28
– – ﹤0.01% 118
2021
Q1 		$2K Hold
28
– – ﹤0.01% 112
2020
Q4 		$1K Buy
+28
New +$1.19K ﹤0.01% 115

Other funds holding USB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Planning's USB Position: Q1 2023 in Review

Laurel Wealth Planning sold out of US Bancorp (USB) in Q1 2023, closing a stake of 28 shares — an estimated $1.22K sold.

Laurel Wealth Planning first reported a position in USB in Q4 2020 and held it in 9 quarters. The position peaked at $2K in Q4 2021. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Laurel Wealth Planning reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 28 US Bancorp shares in Q1 2023, an estimated $1.22K.
  • Laurel Wealth Planning first reported a position in US Bancorp in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's US Bancorp position peaked at $2K in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.