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RGT Wealth Advisors’s US Bancorp USB Stock Holding History

RGT 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
2020
Q1 		– Sell
-5,090
Closed -$302K – 38
2019
Q4 		$302K Hold
5,090
– – 0.91% 24
2019
Q3 		$282K Hold
5,090
– – 0.82% 29
2019
Q2 		$267K Buy
+5,090
New +$262K 0.84% 26

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

RGT Wealth Advisors's USB Position: Q1 2020 in Review

RGT Wealth Advisors sold out of US Bancorp (USB) in Q1 2020, closing a stake of 5,090 shares — an estimated $302K sold.

RGT Wealth Advisors first reported a position in USB in Q2 2019 and held it in 3 quarters. The position peaked at $302K in Q4 2019. 1,445 funds tracked by Wall St. Rank hold USB as of Q1 2020.

  • RGT Wealth Advisors reported no remaining US Bancorp position as of Q1 2020 after selling out during the quarter.
  • RGT Wealth Advisors sold 5,090 US Bancorp shares in Q1 2020, an estimated $302K.
  • RGT Wealth Advisors first reported a position in US Bancorp in Q2 2019 and held it in 3 quarters.
  • RGT Wealth Advisors's US Bancorp position peaked at $302K in Q4 2019.
  • 1,445 funds tracked by Wall St. Rank held US Bancorp as of Q1 2020.

Based on RGT Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.