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Meridian Wealth Advisors’s US Bancorp USB Stock Holding History

Meridian Wealth 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
2019
Q4 		– Sell
-3,785
Closed -$209K – 171
2019
Q3 		$209K Buy
+3,785
New +$205K 0.09% 145
2019
Q1 		– Sell
-3,993
Closed -$182K – 374
2018
Q4 		$182K Buy
+3,993
New +$206K 0.14% 126

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Advisors's USB Position: Q4 2019 in Review

Meridian Wealth Advisors sold out of US Bancorp (USB) in Q4 2019, closing a stake of 3,785 shares — an estimated $209K sold.

Meridian Wealth Advisors first reported a position in USB in Q4 2018 and held it in 2 quarters. The position peaked at $209K in Q3 2019. 1,687 funds tracked by Wall St. Rank hold USB as of Q4 2019.

  • Meridian Wealth Advisors reported no remaining US Bancorp position as of Q4 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,785 US Bancorp shares in Q4 2019, an estimated $209K.
  • Meridian Wealth Advisors first reported a position in US Bancorp in Q4 2018 and held it in 2 quarters.
  • Meridian Wealth Advisors's US Bancorp position peaked at $209K in Q3 2019.
  • 1,687 funds tracked by Wall St. Rank held US Bancorp as of Q4 2019.

Based on Meridian Wealth Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.