RMR Wealth Builders’s US Bancorp USB Stock Holding History

RMR Wealth Builders’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 Q3	–	Sell	-1,000	Closed	-$37K	–	454
2020 Q2	$37K	Buy	+1,000	New	+$35.6K	0.03%	254

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RMR Wealth Builders's USB Position: Q3 2020 in Review

RMR Wealth Builders sold out of US Bancorp (USB) in Q3 2020, closing a stake of 1,000 shares — an estimated $37K sold.

RMR Wealth Builders first reported a position in USB in Q2 2020 and held it in 1 quarter. The position peaked at $37K in Q2 2020. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

RMR Wealth Builders reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 1,000 US Bancorp shares in Q3 2020, an estimated $37K.
RMR Wealth Builders first reported a position in US Bancorp in Q2 2020 and held it in 1 quarter.
RMR Wealth Builders's US Bancorp position peaked at $37K in Q2 2020.
1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.