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Pinnacle Family Advisors’s US Bancorp USB Stock Holding History

Pinnacle Family 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
Q3 		– Sell
-34,575
Closed -$1.59M – 91
2022
Q2 		$1.59M Hold
34,575
– – 1.3% 18
2022
Q1 		$1.84M Buy
34,575
+25
+0.1% +$1.44K 0.98% 19
2021
Q4 		$1.94M Hold
34,550
– – 0.88% 24
2021
Q3 		$2.05M Buy
+34,550
New +$1.97M 0.92% 28

Other funds holding USB

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Family Advisors's USB Position: Q3 2022 in Review

Pinnacle Family Advisors sold out of US Bancorp (USB) in Q3 2022, closing a stake of 34,575 shares — an estimated $1.59M sold.

Pinnacle Family Advisors first reported a position in USB in Q3 2021 and held it in 4 quarters. The position peaked at $2.05M in Q3 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • Pinnacle Family Advisors reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 34,575 US Bancorp shares in Q3 2022, an estimated $1.59M.
  • Pinnacle Family Advisors first reported a position in US Bancorp in Q3 2021 and held it in 4 quarters.
  • Pinnacle Family Advisors's US Bancorp position peaked at $2.05M in Q3 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Pinnacle Family Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.