V Wealth Advisors’s US Bancorp USB Stock Holding History

V Wealth 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
2021 Q4	–	Sell	-1,300	Closed	-$77K	–	565
2021 Q3	$77K	Buy	+1,300	New	+$74K	0.01%	506

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

V Wealth Advisors's USB Position: Q3 2023 in Review

V Wealth Advisors sold out of US Bancorp (USB) in Q3 2023, closing a stake of 7,612 shares — an estimated $252K sold.

V Wealth Advisors first reported a position in USB in Q1 2017 and held it in 24 quarters. The position peaked at $1.28M in Q3 2021. 1,567 funds tracked by Wall St. Rank hold USB as of Q3 2023.

V Wealth Advisors reported no remaining US Bancorp position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 7,612 US Bancorp shares in Q3 2023, an estimated $252K.
V Wealth Advisors first reported a position in US Bancorp in Q1 2017 and held it in 24 quarters.
V Wealth Advisors's US Bancorp position peaked at $1.28M in Q3 2021.
1,567 funds tracked by Wall St. Rank held US Bancorp as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.