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Paces Ferry Wealth Advisors’s US Bancorp USB Stock Holding History

Paces Ferry 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
Q4 		– Sell
-410
Closed -$15K – 1059
2020
Q3 		$15K Buy
+410
New +$15K 0.01% 382

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Paces Ferry Wealth Advisors's USB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of US Bancorp (USB) in Q4 2020, closing a stake of 410 shares — an estimated $15K sold.

Paces Ferry Wealth Advisors first reported a position in USB in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,582 funds tracked by Wall St. Rank hold USB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining US Bancorp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 410 US Bancorp shares in Q4 2020, an estimated $15K.
  • Paces Ferry Wealth Advisors first reported a position in US Bancorp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's US Bancorp position peaked at $15K in Q3 2020.
  • 1,582 funds tracked by Wall St. Rank held US Bancorp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.