WQ
USB icon

Wealth Quarterback’s US Bancorp USB Stock Holding History

Wealth Quarterback’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
Q3 		$7K Buy
107
+1
+0.9% +$57 ﹤0.01% 542
2021
Q2 		$7K Buy
+106
New +$6.22K ﹤0.01% 551
2020
Q2 		– Sell
-260
Closed -$8.96K – 737
2020
Q1 		$8.96K Buy
260
+58
+29% +$2.8K 0.01% 494
2019
Q4 		$12K Buy
+202
New +$11.7K 0.01% 482

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wealth Quarterback's USB Position: Q3 2021 in Review

Wealth Quarterback increased its US Bancorp (USB) stake by 0.94% in Q3 2021, buying an estimated $57 and bringing the position to 107 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Wealth Quarterback first reported a position in USB in Q4 2019 and has held it in 4 quarters since. The position peaked at $12K in Q4 2019. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • Wealth Quarterback held 107 shares of US Bancorp worth $7K as of Q3 2021.
  • Wealth Quarterback bought 1 US Bancorp share in Q3 2021, an estimated $57.
  • US Bancorp made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #542 holding.
  • Wealth Quarterback first reported a position in US Bancorp in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's US Bancorp position peaked at $12K in Q4 2019.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.