Personal Wealth Partners’s US Bancorp USB Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-10,300	Closed	-$547K	–	61
2022 Q1	$547K	Sell	10,300 -60	-0.6%	-$3.45K	0.24%	44
2021 Q4	$582K	Sell	10,360 -242	-2%	-$14.3K	0.24%	47
2021 Q3	$630K	Sell	10,602 -469	-4%	-$26.7K	0.27%	39
2021 Q2	$631K	Hold	11,071	–	–	0.25%	41
2021 Q1	$612K	Hold	11,071	–	–	0.28%	38
2020 Q4	$516K	Sell	11,071 -5,325	-32%	-$225K	0.24%	39
2020 Q3	$588K	Hold	16,396	–	–	0.31%	32
2020 Q2	$604K	Sell	16,396 -36	-0.2%	-$1.28K	0.33%	32
2020 Q1	$566K	Sell	16,432 -2,529	-13%	-$122K	0.34%	31
2019 Q4	$1.12M	Sell	18,961 -4,725	-20%	-$273K	0.48%	25
2019 Q3	$1.31M	Sell	23,686 -1,034	-4%	-$55.9K	0.61%	24
2019 Q2	$1.29M	Sell	24,720 -428	-2%	-$22.1K	0.62%	21
2019 Q1	$1.21M	Sell	25,148 -300	-1%	-$15K	0.64%	20
2018 Q4	$1.16M	Buy	+25,448	New	+$1.31M	0.73%	14

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's USB Position: Q2 2022 in Review

Personal Wealth Partners sold out of US Bancorp (USB) in Q2 2022, closing a stake of 10,300 shares — an estimated $547K sold.

Personal Wealth Partners first reported a position in USB in Q4 2018 and held it in 14 quarters. The position peaked at $1.31M in Q3 2019. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

Personal Wealth Partners reported no remaining US Bancorp position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 10,300 US Bancorp shares in Q2 2022, an estimated $547K.
Personal Wealth Partners first reported a position in US Bancorp in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's US Bancorp position peaked at $1.31M in Q3 2019.
1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.