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Tobias Financial Advisors’s US Bancorp USB Stock Holding History

Tobias Financial 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
2022
Q1 		– Sell
-659,572
Closed -$37M – 123
2021
Q4 		$37M Buy
+659,572
New +$39M 2.91% 9
2020
Q1 		– Sell
-272
Closed -$16K – 275
2019
Q4 		$16K Buy
+272
New +$15.7K 0.01% 162

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

Tobias Financial Advisors's USB Position: Q1 2022 in Review

Tobias Financial Advisors sold out of US Bancorp (USB) in Q1 2022, closing a stake of 659,572 shares — an estimated $37M sold.

Tobias Financial Advisors first reported a position in USB in Q4 2019 and held it in 2 quarters. The position peaked at $37M in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Tobias Financial Advisors reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 659,572 US Bancorp shares in Q1 2022, an estimated $37M.
  • Tobias Financial Advisors first reported a position in US Bancorp in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's US Bancorp position peaked at $37M in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.