NEIRG Wealth Management’s US Bancorp USB Stock Holding History

NEIRG 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 Q2	–	Sell	-96,069	Closed	-$3.46M	–	161
2023 Q1	$3.46M	Buy	+96,069	New	+$4.28M	0.6%	48

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NEIRG Wealth Management's USB Position: Q2 2023 in Review

NEIRG Wealth Management sold out of US Bancorp (USB) in Q2 2023, closing a stake of 96,069 shares — an estimated $3.46M sold.

NEIRG Wealth Management first reported a position in USB in Q1 2023 and held it in 1 quarter. The position peaked at $3.46M in Q1 2023. 1,592 funds tracked by Wall St. Rank hold USB as of Q2 2023.

NEIRG Wealth Management reported no remaining US Bancorp position as of Q2 2023 after selling out during the quarter.
NEIRG Wealth Management sold 96,069 US Bancorp shares in Q2 2023, an estimated $3.46M.
NEIRG Wealth Management first reported a position in US Bancorp in Q1 2023 and held it in 1 quarter.
NEIRG Wealth Management's US Bancorp position peaked at $3.46M in Q1 2023.
1,592 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on NEIRG Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.