Platte River Wealth Advisors’s US Bancorp USB Stock Holding History

Platte River 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
2024 Q3	$2.09M	Hold	45,610	–	–	0.56%	33
2024 Q2	$1.81M	Hold	45,610	–	–	0.51%	38
2024 Q1	$2.04M	Sell	45,610 -36	-0.1%	-$1.52K	0.58%	34
2023 Q4	$1.98M	Buy	45,646 +74	+0.2%	+$2.71K	0.65%	32
2023 Q3	$1.51M	Hold	45,572	–	–	0.55%	34
2023 Q2	$1.51M	Hold	45,572	–	–	0.53%	35
2023 Q1	$1.64M	Hold	45,572	–	–	0.63%	34
2022 Q4	$1.99M	Hold	45,572	–	–	0.84%	30
2022 Q3	$1.84M	Hold	45,572	–	–	0.82%	30
2022 Q2	$2.1M	Hold	45,572	–	–	0.91%	28
2022 Q1	$2.42M	Hold	45,572	–	–	0.88%	26
2021 Q4	$2.83M	Hold	45,572	–	–	0.97%	26
2021 Q3	$2.71M	Hold	45,572	–	–	1%	26
2021 Q2	$2.6M	Hold	45,572	–	–	0.99%	26
2021 Q1	$2.59M	Hold	45,572	–	–	1.06%	25
2020 Q4	$2.08M	Sell	45,572 -1,498	-3%	-$63.4K	0.9%	27
2020 Q3	$1.69M	Buy	47,070 +1	+0%	+$37	0.87%	27
2020 Q2	$1.73M	Buy	+47,069	New	+$1.68M	0.96%	29
2019 Q4	$2.5M	Buy	+47,069	New	+$2.72M	1.32%	21

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Platte River Wealth Advisors's USB Position: Q3 2024 in Review

Platte River Wealth Advisors held its US Bancorp (USB) position steady in Q3 2024 at 45,610 shares worth $2.09M. The position accounts for 0.56% of the portfolio, ranked #33.

Platte River Wealth Advisors first reported a position in USB in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.83M in Q4 2021. 1,713 funds tracked by Wall St. Rank hold USB as of Q3 2024.

Platte River Wealth Advisors held 45,610 shares of US Bancorp worth $2.09M as of Q3 2024.
Platte River Wealth Advisors left its US Bancorp share count unchanged in Q3 2024.
US Bancorp made up 0.56% of Platte River Wealth Advisors's portfolio in Q3 2024, its #33 holding.
Platte River Wealth Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's US Bancorp position peaked at $2.83M in Q4 2021.
1,713 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.