StrategIQ Financial Group’s US Bancorp USB Stock Holding History

StrategIQ 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
2022 Q1	–	Sell	-3,593	Closed	-$202K	–	306
2021 Q4	$202K	Buy	+3,593	New	+$213K	0.02%	291

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

StrategIQ Financial Group's USB Position: Q1 2022 in Review

StrategIQ Financial Group sold out of US Bancorp (USB) in Q1 2022, closing a stake of 3,593 shares — an estimated $202K sold.

StrategIQ Financial Group first reported a position in USB in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

StrategIQ Financial Group reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
StrategIQ Financial Group sold 3,593 US Bancorp shares in Q1 2022, an estimated $202K.
StrategIQ Financial Group first reported a position in US Bancorp in Q4 2021 and held it in 1 quarter.
StrategIQ Financial Group's US Bancorp position peaked at $202K in Q4 2021.
1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on StrategIQ Financial Group's 13F filing for Q1 2022, filed 21 Apr 2022.