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Legacy Wealth Management (Mississippi)’s US Bancorp USB Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q3 		– Sell
-6,860
Closed -$253K – 102
2020
Q2 		$253K Sell
6,860
-501
-7% -$17.9K 0.19% 93
2020
Q1 		$254K Sell
7,361
-3,760
-34% -$181K 0.24% 86
2019
Q4 		$659K Buy
+11,121
New +$643K 0.57% 52

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s USB Position: Q3 2020 in Review

Legacy Wealth Management (Mississippi) sold out of US Bancorp (USB) in Q3 2020, closing a stake of 6,860 shares — an estimated $253K sold.

Legacy Wealth Management (Mississippi) first reported a position in USB in Q4 2019 and held it in 3 quarters. The position peaked at $659K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 6,860 US Bancorp shares in Q3 2020, an estimated $253K.
  • Legacy Wealth Management (Mississippi) first reported a position in US Bancorp in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s US Bancorp position peaked at $659K in Q4 2019.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2020, filed 12 Dec 2024.