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Resurgent Financial Advisors’s US Bancorp USB Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-2,417
Closed -$105K – 459
2023
Q4 		$105K Sell
2,417
-1,057
-30% -$38.6K 0.06% 242
2023
Q3 		$115K Buy
3,474
+2,348
+209% +$85.5K 0.08% 214
2023
Q2 		$37.2K Sell
1,126
-472
-30% -$15.3K 0.02% 379
2023
Q1 		$57.6K Buy
1,598
+67
+4% +$2.98K 0.04% 312
2022
Q4 		$66.8K Buy
+1,531
New +$65.5K 0.04% 375

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Resurgent Financial Advisors's USB Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of US Bancorp (USB) in Q1 2024, closing a stake of 2,417 shares — an estimated $105K sold.

Resurgent Financial Advisors first reported a position in USB in Q4 2022 and held it in 5 quarters. The position peaked at $115K in Q3 2023. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,417 US Bancorp shares in Q1 2024, an estimated $105K.
  • Resurgent Financial Advisors first reported a position in US Bancorp in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's US Bancorp position peaked at $115K in Q3 2023.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.