Meridian Wealth Partners’s US Bancorp USB Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-387	Closed	-$21K	–	1208
2021 Q1	$21K	Buy	+387	New	+$19.3K	0.01%	284

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Meridian Wealth Partners's USB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of US Bancorp (USB) in Q2 2021, closing a stake of 387 shares — an estimated $21K sold.

Meridian Wealth Partners first reported a position in USB in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 1,649 funds tracked by Wall St. Rank hold USB as of Q2 2021.

Meridian Wealth Partners reported no remaining US Bancorp position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 387 US Bancorp shares in Q2 2021, an estimated $21K.
Meridian Wealth Partners first reported a position in US Bancorp in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's US Bancorp position peaked at $21K in Q1 2021.
1,649 funds tracked by Wall St. Rank held US Bancorp as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.