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Ten Capital Wealth Advisors’s US Bancorp USB Stock Holding History

Ten Capital Wealth 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
Q1 		– Sell
-113
Closed -$4.93K – 661
2022
Q4 		$4.93K Hold
113
– – ﹤0.01% 388
2022
Q3 		$5K Buy
113
+17
+18% +$787 ﹤0.01% 414
2022
Q2 		$4K Hold
96
– – ﹤0.01% 356
2022
Q1 		$5K Hold
96
– – ﹤0.01% 379
2021
Q4 		$5K Hold
96
– – ﹤0.01% 375
2021
Q3 		$6K Hold
96
– – ﹤0.01% 312
2021
Q2 		$5K Buy
+96
New +$5.63K ﹤0.01% 375

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Ten Capital Wealth Advisors's USB Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of US Bancorp (USB) in Q1 2023, closing a stake of 113 shares — an estimated $4.93K sold.

Ten Capital Wealth Advisors first reported a position in USB in Q2 2021 and held it in 7 quarters. The position peaked at $6K in Q3 2021. 1,664 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 113 US Bancorp shares in Q1 2023, an estimated $4.93K.
  • Ten Capital Wealth Advisors first reported a position in US Bancorp in Q2 2021 and held it in 7 quarters.
  • Ten Capital Wealth Advisors's US Bancorp position peaked at $6K in Q3 2021.
  • 1,664 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.