VSWA
USB icon

Vontobel Swiss Wealth Advisors’s US Bancorp USB Stock Holding History

Vontobel Swiss 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
2020
Q3 		– Sell
-5,750
Closed -$212K – 84
2020
Q2 		$212K Sell
5,750
-9,895
-63% -$353K 0.14% 78
2020
Q1 		$539K Sell
15,645
-7,585
-33% -$366K 0.41% 50
2019
Q4 		$1.38M Sell
23,230
-13,970
-38% -$808K 0.9% 38
2019
Q3 		$2.06M Sell
37,200
-7,150
-16% -$386K 1.33% 30
2019
Q2 		$2.32M Buy
+44,350
New +$2.29M 1.25% 32

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's USB Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of US Bancorp (USB) in Q3 2020, closing a stake of 5,750 shares — an estimated $212K sold.

Vontobel Swiss Wealth Advisors first reported a position in USB in Q2 2019 and held it in 5 quarters. The position peaked at $2.32M in Q2 2019. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining US Bancorp position as of Q3 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 5,750 US Bancorp shares in Q3 2020, an estimated $212K.
  • Vontobel Swiss Wealth Advisors first reported a position in US Bancorp in Q2 2019 and held it in 5 quarters.
  • Vontobel Swiss Wealth Advisors's US Bancorp position peaked at $2.32M in Q2 2019.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.