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Sowa Financial Group’s US Bancorp USB Stock Holding History

Sowa Financial Group’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
2021
Q1 		– Sell
-500
Closed -$23K – 212
2020
Q4 		$23K Hold
500
– – 0.02% 177
2020
Q3 		$18K Hold
500
– – 0.01% 187
2020
Q2 		$18K Hold
500
– – 0.01% 185
2020
Q1 		$17K Hold
500
– – 0.02% 169
2019
Q4 		$30K Buy
+500
New +$28.9K 0.02% 143

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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
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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Sowa Financial Group's USB Position: Q1 2021 in Review

Sowa Financial Group sold out of US Bancorp (USB) in Q1 2021, closing a stake of 500 shares — an estimated $23K sold.

Sowa Financial Group first reported a position in USB in Q4 2019 and held it in 5 quarters. The position peaked at $30K in Q4 2019. 1,628 funds tracked by Wall St. Rank hold USB as of Q1 2021.

  • Sowa Financial Group reported no remaining US Bancorp position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 500 US Bancorp shares in Q1 2021, an estimated $23K.
  • Sowa Financial Group first reported a position in US Bancorp in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's US Bancorp position peaked at $30K in Q4 2019.
  • 1,628 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.