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Moser Wealth Advisors’s US Bancorp USB Stock Holding History

Moser 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
2020
Q3 		– Sell
-550
Closed -$20K – 123
2020
Q2 		$20K Hold
550
– – 0.02% 95
2020
Q1 		$19K Hold
550
– – 0.02% 96
2019
Q4 		$33K Buy
+550
New +$31.8K 0.03% 102

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

Moser Wealth Advisors's USB Position: Q3 2020 in Review

Moser Wealth Advisors sold out of US Bancorp (USB) in Q3 2020, closing a stake of 550 shares — an estimated $20K sold.

Moser Wealth Advisors first reported a position in USB in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Moser Wealth Advisors reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 550 US Bancorp shares in Q3 2020, an estimated $20K.
  • Moser Wealth Advisors first reported a position in US Bancorp in Q4 2019 and held it in 3 quarters.
  • Moser Wealth Advisors's US Bancorp position peaked at $33K in Q4 2019.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Moser Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.