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True Link Financial Advisors’s US Bancorp USB Stock Holding History

True Link 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
-162
Closed -$9K – 269
2021
Q4 		$9K Sell
162
-132
-45% -$7.81K ﹤0.01% 639
2021
Q3 		$17K Hold
294
– – ﹤0.01% 590
2021
Q2 		$17K Buy
294
+44
+18% +$2.58K ﹤0.01% 528
2021
Q1 		$14K Hold
250
– – ﹤0.01% 598
2020
Q4 		$12K Buy
+250
New +$10.6K ﹤0.01% 632

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

True Link Financial Advisors's USB Position: Q1 2022 in Review

True Link Financial Advisors sold out of US Bancorp (USB) in Q1 2022, closing a stake of 162 shares — an estimated $9K sold.

True Link Financial Advisors first reported a position in USB in Q4 2020 and held it in 5 quarters. The position peaked at $17K in Q3 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • True Link Financial Advisors reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 162 US Bancorp shares in Q1 2022, an estimated $9K.
  • True Link Financial Advisors first reported a position in US Bancorp in Q4 2020 and held it in 5 quarters.
  • True Link Financial Advisors's US Bancorp position peaked at $17K in Q3 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.