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TD Ameritrade Investment Management’s US Bancorp USB Stock Holding History

TD Ameritrade Investment 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
2023
Q2 		– Sell
-302
Closed -$11K – 608
2023
Q1 		$11K Sell
302
-281
-48% -$12.5K ﹤0.01% 370
2022
Q4 		$25K Sell
583
-238
-29% -$10.2K ﹤0.01% 306
2022
Q3 		$33K Sell
821
-298
-27% -$13.8K ﹤0.01% 303
2022
Q2 		$51K Sell
1,119
-888
-44% -$44.3K ﹤0.01% 296
2022
Q1 		$107K Buy
2,007
+569
+40% +$32.7K ﹤0.01% 286
2021
Q4 		$81K Buy
1,438
+1,366
+1,897% +$80.8K ﹤0.01% 310
2021
Q3 		$3K Sell
72
-1,504
-95% -$85.6K ﹤0.01% 565
2021
Q2 		$90K Buy
1,576
+1,529
+3,253% +$89.7K ﹤0.01% 290
2021
Q1 		$2K Hold
47
– – ﹤0.01% 593
2020
Q4 		$2K Sell
47
-25
-35% -$1.06K ﹤0.01% 593
2020
Q3 		$3K Sell
72
-54
-43% -$1.98K ﹤0.01% 565
2020
Q2 		$5K Sell
126
-9,965
-99% -$355K ﹤0.01% 518
2020
Q1 		$348K Sell
10,091
-1,032
-9% -$49.7K ﹤0.01% 176
2019
Q4 		$659K Buy
11,123
+674
+6% +$39K 0.01% 159
2019
Q3 		$578K Buy
10,449
+1,955
+23% +$106K ﹤0.01% 154
2019
Q2 		$445K Buy
8,494
+904
+12% +$46.6K ﹤0.01% 157
2019
Q1 		$366K Buy
7,590
+3,054
+67% +$153K ﹤0.01% 153
2018
Q4 		$207K Buy
4,536
+1,515
+50% +$78K ﹤0.01% 158
2018
Q3 		$160K Buy
3,021
+2,718
+897% +$144K ﹤0.01% 151
2018
Q2 		$15K Buy
+303
New +$15.4K ﹤0.01% 215

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
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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management's USB Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of US Bancorp (USB) in Q2 2023, closing a stake of 302 shares — an estimated $11K sold.

TD Ameritrade Investment Management first reported a position in USB in Q2 2018 and held it in 20 quarters. The position peaked at $659K in Q4 2019. 1,588 funds tracked by Wall St. Rank hold USB as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining US Bancorp position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 302 US Bancorp shares in Q2 2023, an estimated $11K.
  • TD Ameritrade Investment Management first reported a position in US Bancorp in Q2 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's US Bancorp position peaked at $659K in Q4 2019.
  • 1,588 funds tracked by Wall St. Rank held US Bancorp as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.