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MinichMacGregor Wealth Management’s US Bancorp USB Stock Holding History

MinichMacGregor 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
-166
Closed -$7.24K – 616
2022
Q4 		$7.24K Buy
+166
New +$7.11K ﹤0.01% 440
2020
Q2 		– Sell
-26,960
Closed -$899K – 113
2020
Q1 		$899K Buy
+26,960
New +$1.3M 0.81% 36
2019
Q1 		– Sell
-49,296
Closed -$2.64M – 111
2018
Q4 		$2.64M Buy
49,296
+49,232
+76,925% +$2.53M 1.81% 17
2018
Q3 		$3K Sell
64
-8
-11% -$424 ﹤0.01% 432
2018
Q2 		$3K Hold
72
– – ﹤0.01% 429
2018
Q1 		$3K Buy
+72
New +$3.94K ﹤0.01% 413

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

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

MinichMacGregor Wealth Management sold out of US Bancorp (USB) in Q1 2023, closing a stake of 166 shares — an estimated $7.24K sold.

MinichMacGregor Wealth Management first reported a position in USB in Q1 2018 and held it in 6 quarters. The position peaked at $2.64M in Q4 2018. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 166 US Bancorp shares in Q1 2023, an estimated $7.24K.
  • MinichMacGregor Wealth Management first reported a position in US Bancorp in Q1 2018 and held it in 6 quarters.
  • MinichMacGregor Wealth Management's US Bancorp position peaked at $2.64M in Q4 2018.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.