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Retirement Planning Company of New England’s US Bancorp USB Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-71
Closed -$4K – 847
2021
Q4 		$4K Buy
+71
New +$4.2K ﹤0.01% 790

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Retirement Planning Company of New England's USB Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of US Bancorp (USB) in Q1 2022, closing a stake of 71 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in USB in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 1,755 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 71 US Bancorp shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in US Bancorp in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's US Bancorp position peaked at $4K in Q4 2021.
  • 1,755 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.