Polaris Wealth Advisory Group’s US Bancorp USB Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-3,986	Closed	-$220K	–	178
2019 Q4	$220K	Hold	3,986	–	–	0.01%	139
2019 Q3	$211K	Sell	3,986 -784	-16%	-$42.4K	0.02%	140
2019 Q2	$253K	Buy	+4,770	New	+$246K	0.02%	128
2018 Q4	–	Sell	-3,500	Closed	-$185K	–	436
2018 Q3	$185K	Buy	+3,500	New	+$185K	0.01%	163
2018 Q2	–	Sell	-3,500	Closed	-$177K	–	422
2018 Q1	$177K	Buy	+3,500	New	+$191K	0.01%	145

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Polaris Wealth Advisory Group's USB Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of US Bancorp (USB) in Q1 2020, closing a stake of 3,986 shares — an estimated $220K sold.

Polaris Wealth Advisory Group first reported a position in USB in Q1 2018 and held it in 5 quarters. The position peaked at $253K in Q2 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

Polaris Wealth Advisory Group reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,986 US Bancorp shares in Q1 2020, an estimated $220K.
Polaris Wealth Advisory Group first reported a position in US Bancorp in Q1 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's US Bancorp position peaked at $253K in Q2 2019.
1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.