Ledge Wealth Management’s US Bancorp USB Stock Holding History

Ledge Wealth Management’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	-14,128	Closed	-$616K	–	75
2022 Q4	$616K	Buy	+14,128	New	+$605K	0.28%	51

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Ledge Wealth Management's USB Position: Q1 2023 in Review

Ledge Wealth Management sold out of US Bancorp (USB) in Q1 2023, closing a stake of 14,128 shares — an estimated $616K sold.

Ledge Wealth Management first reported a position in USB in Q4 2022 and held it in 1 quarter. The position peaked at $616K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

Ledge Wealth Management reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
Ledge Wealth Management sold 14,128 US Bancorp shares in Q1 2023, an estimated $616K.
Ledge Wealth Management first reported a position in US Bancorp in Q4 2022 and held it in 1 quarter.
Ledge Wealth Management's US Bancorp position peaked at $616K in Q4 2022.
1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.