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Northwest Financial Advisors’s US Bancorp USB Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-60
Closed -$2.74K – 514
2024
Q3 		$2.74K Buy
+60
New +$2.63K ﹤0.01% 485
2024
Q1 		– Sell
-60
Closed -$2.6K – 497
2023
Q4 		$2.6K Buy
+60
New +$2.19K ﹤0.01% 478

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Northwest Financial Advisors's USB Position: Q4 2024 in Review

Northwest Financial Advisors sold out of US Bancorp (USB) in Q4 2024, closing a stake of 60 shares — an estimated $2.74K sold.

Northwest Financial Advisors first reported a position in USB in Q4 2023 and held it in 2 quarters. The position peaked at $2.74K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Northwest Financial Advisors reported no remaining US Bancorp position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 60 US Bancorp shares in Q4 2024, an estimated $2.74K.
  • Northwest Financial Advisors first reported a position in US Bancorp in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's US Bancorp position peaked at $2.74K in Q3 2024.
  • 1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.