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WBH Advisory’s US Bancorp USB Stock Holding History

WBH Advisory’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
-4,377
Closed -$246K – 328
2021
Q4 		$246K Buy
4,377
+101
+2% +$5.97K 0.03% 291
2021
Q3 		$254K Hold
4,276
– – 0.03% 263
2021
Q2 		$240K Sell
4,276
-122
-3% -$7.16K 0.04% 249
2021
Q1 		$243K Buy
+4,398
New +$220K 0.04% 248
2015
Q2 		– Sell
-4,613
Closed -$201 – 208
2015
Q1 		$201 Sell
4,613
-99
-2% -$4.34K 0.06% 208
2014
Q4 		$211K Buy
+4,712
New +$203K 0.08% 196
2014
Q3 		– Sell
-4,711
Closed -$204K – 217
2014
Q2 		$204K Sell
4,711
-149
-3% -$6.22K 0.08% 204
2014
Q1 		$208K Buy
+4,860
New +$200K 0.08% 203

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

WBH Advisory's USB Position: Q1 2022 in Review

WBH Advisory sold out of US Bancorp (USB) in Q1 2022, closing a stake of 4,377 shares — an estimated $246K sold.

WBH Advisory first reported a position in USB in Q1 2014 and held it in 8 quarters. The position peaked at $254K in Q3 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • WBH Advisory reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • WBH Advisory sold 4,377 US Bancorp shares in Q1 2022, an estimated $246K.
  • WBH Advisory first reported a position in US Bancorp in Q1 2014 and held it in 8 quarters.
  • WBH Advisory's US Bancorp position peaked at $254K in Q3 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on WBH Advisory's 13F filing for Q1 2022, filed 29 Apr 2022.