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Personal Capital Advisors’s US Bancorp USB Stock Holding History

Personal Capital 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
2022
Q4 		$234K Sell
5,366
-757
-12% -$32.4K ﹤0.01% 430
2022
Q3 		$247K Buy
6,123
+1,004
+20% +$46.5K ﹤0.01% 401
2022
Q2 		$236K Sell
5,119
-87
-2% -$4.34K ﹤0.01% 399
2022
Q1 		$277K Sell
5,206
-941
-15% -$54.1K ﹤0.01% 404
2021
Q4 		$345K Buy
6,147
+1,005
+20% +$59.4K ﹤0.01% 410
2021
Q3 		$306K Buy
5,142
+48
+0.9% +$2.73K ﹤0.01% 401
2021
Q2 		$290K Buy
5,094
+132
+3% +$7.74K ﹤0.01% 398
2021
Q1 		$274K Buy
4,962
+24
+0.5% +$1.2K ﹤0.01% 409
2020
Q4 		$230K Buy
+4,938
New +$209K ﹤0.01% 424
2020
Q1 		– Sell
-4,442
Closed -$263K – 404
2019
Q4 		$263K Buy
+4,442
New +$257K ﹤0.01% 349
2019
Q3 		– Sell
-3,864
Closed -$202K – 368
2019
Q2 		$202K Sell
3,864
-1,598
-29% -$82.3K ﹤0.01% 319
2019
Q1 		$263K Sell
5,462
-782
-13% -$39.2K ﹤0.01% 283
2018
Q4 		$285K Buy
+6,244
New +$321K ﹤0.01% 267

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's USB Position: Q4 2022 in Review

Personal Capital Advisors reduced its US Bancorp (USB) stake by 12% in Q4 2022, selling an estimated $32.4K and leaving 5,366 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Personal Capital Advisors first reported a position in USB in Q4 2018 and has held it in 13 quarters since. The position peaked at $345K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold USB as of Q4 2022.

  • Personal Capital Advisors held 5,366 shares of US Bancorp worth $234K as of Q4 2022.
  • Personal Capital Advisors sold 757 US Bancorp shares in Q4 2022, an estimated $32.4K.
  • US Bancorp made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #430 holding.
  • Personal Capital Advisors first reported a position in US Bancorp in Q4 2018 and has held it in 13 quarters since.
  • Personal Capital Advisors's US Bancorp position peaked at $345K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.