TrueWealth Advisors’s US Bancorp USB Stock Holding History

TrueWealth 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
2024 Q1	–	Sell	-5,056	Closed	-$219K	–	216
2023 Q4	$219K	Buy	+5,056	New	+$185K	0.08%	180

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

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

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

TrueWealth Advisors's USB Position: Q1 2024 in Review

TrueWealth Advisors sold out of US Bancorp (USB) in Q1 2024, closing a stake of 5,056 shares — an estimated $219K sold.

TrueWealth Advisors first reported a position in USB in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

TrueWealth Advisors reported no remaining US Bancorp position as of Q1 2024 after selling out during the quarter.
TrueWealth Advisors sold 5,056 US Bancorp shares in Q1 2024, an estimated $219K.
TrueWealth Advisors first reported a position in US Bancorp in Q4 2023 and held it in 1 quarter.
TrueWealth Advisors's US Bancorp position peaked at $219K in Q4 2023.
1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on TrueWealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.