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Professional Financial Advisors’s US Bancorp USB Stock Holding History

Professional Financial 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 		– Sell
-100
Closed -$4K – 436
2022
Q3 		$4K Hold
100
– – ﹤0.01% 396
2022
Q2 		$5K Hold
100
– – ﹤0.01% 372
2022
Q1 		$5K Hold
100
– – ﹤0.01% 380
2021
Q4 		$6K Hold
100
– – ﹤0.01% 366
2021
Q3 		$6K Hold
100
– – ﹤0.01% 312
2021
Q2 		$6K Hold
100
– – ﹤0.01% 318
2021
Q1 		$6K Hold
100
– – ﹤0.01% 281
2020
Q4 		$5K Hold
100
– – ﹤0.01% 290
2020
Q3 		$4K Buy
+100
New +$3.66K ﹤0.01% 290

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Professional Financial Advisors's USB Position: Q4 2022 in Review

Professional Financial Advisors sold out of US Bancorp (USB) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in USB in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 1,741 funds tracked by Wall St. Rank hold USB as of Q4 2022.

  • Professional Financial Advisors reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 100 US Bancorp shares in Q4 2022, an estimated $4K.
  • Professional Financial Advisors first reported a position in US Bancorp in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's US Bancorp position peaked at $6K in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.