TWM
USB icon

Titus Wealth Management’s US Bancorp USB Stock Holding History

Titus 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
2022
Q2 		$212K Buy
4,611
+81
+2% +$4.04K 0.11% 151
2022
Q1 		$241K Sell
4,530
-120
-3% -$6.89K 0.11% 144
2021
Q4 		$261K Buy
4,650
+68
+1% +$4.02K 0.12% 129
2021
Q3 		$269K Buy
4,582
+181
+4% +$10.3K 0.14% 123
2021
Q2 		$251K Buy
4,401
+2
+0% +$117 0.14% 128
2021
Q1 		$243K Sell
4,399
-164
-4% -$8.19K 0.14% 123
2020
Q4 		$213K Buy
+4,563
New +$193K 0.13% 128

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

Titus Wealth Management's USB Position: Q2 2022 in Review

Titus Wealth Management increased its US Bancorp (USB) stake by 1.8% in Q2 2022, buying an estimated $4.04K and bringing the position to 4,611 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #151.

Titus Wealth Management first reported a position in USB in Q4 2020 and has held it in 7 quarters since. The position peaked at $269K in Q3 2021. 1,684 funds tracked by Wall St. Rank hold USB as of Q2 2022.

  • Titus Wealth Management held 4,611 shares of US Bancorp worth $212K as of Q2 2022.
  • Titus Wealth Management bought 81 US Bancorp shares in Q2 2022, an estimated $4.04K.
  • US Bancorp made up 0.11% of Titus Wealth Management's portfolio in Q2 2022, its #151 holding.
  • Titus Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 7 quarters since.
  • Titus Wealth Management's US Bancorp position peaked at $269K in Q3 2021.
  • 1,684 funds tracked by Wall St. Rank held US Bancorp as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.