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Regent Peak Wealth Advisors’s US Bancorp USB Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-2,460
Closed -$115K – 940
2020
Q4 		$115K Buy
+2,460
New +$104K 0.04% 197

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Regent Peak Wealth Advisors's USB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of US Bancorp (USB) in Q1 2021, closing a stake of 2,460 shares — an estimated $115K sold.

Regent Peak Wealth Advisors first reported a position in USB in Q4 2020 and held it in 1 quarter. The position peaked at $115K in Q4 2020. 1,628 funds tracked by Wall St. Rank hold USB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining US Bancorp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,460 US Bancorp shares in Q1 2021, an estimated $115K.
  • Regent Peak Wealth Advisors first reported a position in US Bancorp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's US Bancorp position peaked at $115K in Q4 2020.
  • 1,628 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.