RPg Family Wealth Advisory’s US Bancorp USB Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-113	Closed	-$6.06K	–	306
2022 Q1	$6.06K	Buy	+113	New	+$6.49K	﹤0.01%	295
2021 Q4	–	Sell	-513	Closed	-$30.7K	–	290
2021 Q3	$30.7K	Hold	513	–	–	0.01%	197
2021 Q2	$29.4K	Buy	+513	New	+$30.1K	0.01%	198
2020 Q4	$24.1K	Hold	513	–	–	0.01%	210
2020 Q3	$18.6K	Hold	513	–	–	0.01%	225
2020 Q2	$19.1K	Hold	513	–	–	0.01%	216
2020 Q1	$17.7K	Hold	513	–	–	0.01%	197
2019 Q4	$30.4K	Hold	513	–	–	0.02%	182
2019 Q3	$28.4K	Hold	513	–	–	0.02%	201
2019 Q2	$26.9K	Hold	513	–	–	0.02%	198
2019 Q1	$24.7K	Hold	513	–	–	0.01%	213
2018 Q4	$23.4K	Hold	513	–	–	0.02%	147
2018 Q3	$27.1K	Hold	513	–	–	0.02%	153
2018 Q2	$25.7K	Hold	513	–	–	0.02%	151
2018 Q1	$25.9K	Sell	513 -267	-34%	-$14.6K	0.02%	180
2017 Q4	$41.8K	Buy	780 +267	+52%	+$14.4K	0.04%	144
2017 Q3	$27.5K	Hold	513	–	–	0.02%	188
2017 Q2	$26.6K	Sell	513 -249	-33%	-$12.8K	0.02%	216
2017 Q1	$39.2K	Buy	762 +89	+13%	+$4.75K	0.03%	155
2016 Q4	$34.6K	Buy	+673	New	+$32K	0.03%	146

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RPg Family Wealth Advisory's USB Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of US Bancorp (USB) in Q2 2022, closing a stake of 113 shares — an estimated $6.06K sold.

RPg Family Wealth Advisory first reported a position in USB in Q4 2016 and held it in 20 quarters. The position peaked at $41.8K in Q4 2017. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

RPg Family Wealth Advisory reported no remaining US Bancorp position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 113 US Bancorp shares in Q2 2022, an estimated $6.06K.
RPg Family Wealth Advisory first reported a position in US Bancorp in Q4 2016 and held it in 20 quarters.
RPg Family Wealth Advisory's US Bancorp position peaked at $41.8K in Q4 2017.
1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.