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Old Point Trust & Financial Services N A’s US Bancorp USB Stock Holding History

Old Point Trust & Financial Services N A’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
Q3 		– Sell
-57
Closed -$1.88K – 237
2023
Q2 		$1.88K Buy
+57
New +$1.84K ﹤0.01% 254

Other funds holding USB

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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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Old Point Trust & Financial Services N A's USB Position: Q3 2023 in Review

Old Point Trust & Financial Services N A sold out of US Bancorp (USB) in Q3 2023, closing a stake of 57 shares — an estimated $1.88K sold.

Old Point Trust & Financial Services N A first reported a position in USB in Q2 2023 and held it in 1 quarter. The position peaked at $1.88K in Q2 2023. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

  • Old Point Trust & Financial Services N A reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 57 US Bancorp shares in Q3 2023, an estimated $1.88K.
  • Old Point Trust & Financial Services N A first reported a position in US Bancorp in Q2 2023 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's US Bancorp position peaked at $1.88K in Q2 2023.
  • 1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2023, filed 9 Nov 2023.