TFO Wealth Partners’s US Bancorp USB Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-133	Closed	-$6K	–	478
2022 Q2	$6K	Buy	+133	New	+$6.64K	﹤0.01%	202

Other funds holding USB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's USB Position: Q3 2022 in Review

TFO Wealth Partners sold out of US Bancorp (USB) in Q3 2022, closing a stake of 133 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in USB in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

TFO Wealth Partners reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 133 US Bancorp shares in Q3 2022, an estimated $6K.
TFO Wealth Partners first reported a position in US Bancorp in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's US Bancorp position peaked at $6K in Q2 2022.
1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.