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Stonebridge Financial Planning Group’s US Bancorp USB Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-200
Closed -$12K – 350
2021
Q4 		$12K Hold
200
– – 0.01% 331
2021
Q3 		$12K Hold
200
– – 0.01% 331
2021
Q2 		$12K Sell
200
-100
-33% -$5.87K 0.01% 343
2021
Q1 		$17K Hold
300
– – 0.01% 316
2020
Q4 		$14K Hold
300
– – 0.01% 306
2020
Q3 		$12K Hold
300
– – 0.01% 307
2020
Q2 		$11K Hold
300
– – 0.01% 306
2020
Q1 		$11K Hold
300
– – 0.01% 295
2019
Q4 		$18K Buy
+300
New +$17.3K 0.02% 248

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
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

Stonebridge Financial Planning Group's USB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of US Bancorp (USB) in Q1 2022, closing a stake of 200 shares — an estimated $12K sold.

Stonebridge Financial Planning Group first reported a position in USB in Q4 2019 and held it in 9 quarters. The position peaked at $18K in Q4 2019. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 US Bancorp shares in Q1 2022, an estimated $12K.
  • Stonebridge Financial Planning Group first reported a position in US Bancorp in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's US Bancorp position peaked at $18K in Q4 2019.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.