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Wealthcare Capital Management’s US Bancorp USB Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-173
Closed -$10K – 637
2021
Q1 		$10K Buy
+173
New +$8.64K ﹤0.01% 282
2020
Q2 		– Sell
-93
Closed -$3K – 234
2020
Q1 		$3K Sell
93
-24
-21% -$1.16K ﹤0.01% 222
2019
Q4 		$7K Buy
+117
New +$6.76K ﹤0.01% 222
2015
Q2 		– Sell
-40
Closed -$2K – 841
2015
Q1 		$2K Buy
+40
New +$1.75K ﹤0.01% 831

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealthcare Capital Management's USB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of US Bancorp (USB) in Q2 2021, closing a stake of 173 shares — an estimated $10K sold.

Wealthcare Capital Management first reported a position in USB in Q1 2015 and held it in 4 quarters. The position peaked at $10K in Q1 2021. 1,649 funds tracked by Wall St. Rank hold USB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining US Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 173 US Bancorp shares in Q2 2021, an estimated $10K.
  • Wealthcare Capital Management first reported a position in US Bancorp in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's US Bancorp position peaked at $10K in Q1 2021.
  • 1,649 funds tracked by Wall St. Rank held US Bancorp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.