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Taylor Hoffman Wealth Management’s US Bancorp USB Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q3 		– Sell
-68
Closed -$3K – 340
2020
Q2 		$3K Buy
+68
New +$2.42K ﹤0.01% 353
2020
Q1 		– Sell
-68
Closed -$4K – 358
2019
Q4 		$4K Hold
68
– – ﹤0.01% 374
2019
Q3 		$4K Hold
68
– – ﹤0.01% 370
2019
Q2 		$4K Hold
68
– – ﹤0.01% 357
2019
Q1 		$3K Hold
68
– – ﹤0.01% 375
2018
Q4 		$3K Hold
68
– – ﹤0.01% 362
2018
Q3 		$4K Hold
68
– – ﹤0.01% 347
2018
Q2 		$3K Hold
68
– – ﹤0.01% 349
2018
Q1 		$3K Hold
68
– – ﹤0.01% 377
2017
Q4 		$4K Buy
+68
New +$3.66K ﹤0.01% 360

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor Hoffman Wealth Management's USB Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of US Bancorp (USB) in Q3 2020, closing a stake of 68 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in USB in Q4 2017 and held it in 10 quarters. The position peaked at $4K in Q4 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 68 US Bancorp shares in Q3 2020, an estimated $3K.
  • Taylor Hoffman Wealth Management first reported a position in US Bancorp in Q4 2017 and held it in 10 quarters.
  • Taylor Hoffman Wealth Management's US Bancorp position peaked at $4K in Q4 2019.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.