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Tanglewood Legacy Advisors’s US Bancorp USB Stock Holding History

Tanglewood Legacy Advisors’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
2023
Q4 		– Sell
-1,500
Closed -$49.6K – 294
2023
Q3 		$49.6K Hold
1,500
– – 0.03% 157
2023
Q2 		$49.6K Hold
1,500
– – 0.03% 162
2023
Q1 		$54.1K Hold
1,500
– – 0.03% 146
2022
Q4 		$65.4K Buy
+1,500
New +$64.2K 0.05% 116

Other funds holding USB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Tanglewood Legacy Advisors's USB Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of US Bancorp (USB) in Q4 2023, closing a stake of 1,500 shares — an estimated $49.6K sold.

Tanglewood Legacy Advisors first reported a position in USB in Q4 2022 and held it in 4 quarters. The position peaked at $65.4K in Q4 2022. 1,706 funds tracked by Wall St. Rank hold USB as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining US Bancorp position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 1,500 US Bancorp shares in Q4 2023, an estimated $49.6K.
  • Tanglewood Legacy Advisors first reported a position in US Bancorp in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's US Bancorp position peaked at $65.4K in Q4 2022.
  • 1,706 funds tracked by Wall St. Rank held US Bancorp as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.