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TCWP’s US Bancorp USB Stock Holding History

TCWP’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
Q2 		– Sell
-3,613
Closed -$192K – 1664
2022
Q1 		$192K Buy
+3,613
New +$208K 0.03% 271

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCWP's USB Position: Q2 2022 in Review

TCWP sold out of US Bancorp (USB) in Q2 2022, closing a stake of 3,613 shares — an estimated $192K sold.

TCWP first reported a position in USB in Q1 2022 and held it in 1 quarter. The position peaked at $192K in Q1 2022. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • TCWP reported no remaining US Bancorp position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 3,613 US Bancorp shares in Q2 2022, an estimated $192K.
  • TCWP first reported a position in US Bancorp in Q1 2022 and held it in 1 quarter.
  • TCWP's US Bancorp position peaked at $192K in Q1 2022.
  • 1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.