TSWM
USB icon

Tyler-Stone Wealth Management’s US Bancorp USB Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-48
Closed -$1.91K – 905
2024
Q2 		$1.91K Hold
48
– – ﹤0.01% 860
2024
Q1 		$2.15K Sell
48
-350
-88% -$14.8K ﹤0.01% 843
2023
Q4 		$17.2K Hold
398
– – 0.01% 528
2023
Q3 		$13K Hold
398
– – 0.01% 558
2023
Q2 		$13K Buy
+398
New +$12.9K 0.01% 556
2022
Q4 		$49K Buy
1,127
+200
+22% +$8.56K 0.03% 324
2022
Q3 		$37K Hold
927
– – 0.03% 339
2022
Q2 		$43K Hold
927
– – 0.03% 340
2022
Q1 		$49K Buy
927
+24
+3% +$1.38K 0.03% 346
2021
Q4 		$51K Buy
+903
New +$53.4K 0.03% 357

Other funds holding USB

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Tyler-Stone Wealth Management's USB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of US Bancorp (USB) in Q3 2024, closing a stake of 48 shares — an estimated $1.91K sold.

Tyler-Stone Wealth Management first reported a position in USB in Q4 2021 and held it in 10 quarters. The position peaked at $51K in Q4 2021. 1,718 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining US Bancorp position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 48 US Bancorp shares in Q3 2024, an estimated $1.91K.
  • Tyler-Stone Wealth Management first reported a position in US Bancorp in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's US Bancorp position peaked at $51K in Q4 2021.
  • 1,718 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.