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Richwood Investment Advisors’s US Bancorp USB Stock Holding History

Richwood Investment 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
Q1 		– Sell
-300
Closed -$17K – 241
2021
Q4 		$17K Buy
+300
New +$17.7K 0.01% 220

Other funds holding USB

Berkshire Hathaway
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Richwood Investment Advisors's USB Position: Q1 2022 in Review

Richwood Investment Advisors sold out of US Bancorp (USB) in Q1 2022, closing a stake of 300 shares — an estimated $17K sold.

Richwood Investment Advisors first reported a position in USB in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Richwood Investment Advisors reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 300 US Bancorp shares in Q1 2022, an estimated $17K.
  • Richwood Investment Advisors first reported a position in US Bancorp in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's US Bancorp position peaked at $17K in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.