One Wealth Advisors’s US Bancorp USB Stock Holding History

One 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
2023 Q1	–	Sell	-600	Closed	-$26.2K	–	577
2022 Q4	$26.2K	Buy	+600	New	+$25.7K	0.01%	492

Other funds holding USB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's USB Position: Q1 2023 in Review

One Wealth Advisors sold out of US Bancorp (USB) in Q1 2023, closing a stake of 600 shares — an estimated $26.2K sold.

One Wealth Advisors first reported a position in USB in Q4 2022 and held it in 1 quarter. The position peaked at $26.2K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

One Wealth Advisors reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 600 US Bancorp shares in Q1 2023, an estimated $26.2K.
One Wealth Advisors first reported a position in US Bancorp in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's US Bancorp position peaked at $26.2K in Q4 2022.
1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.