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WealthShield Partners’s US Bancorp USB Stock Holding History

WealthShield Partners’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 		– Sell
-2,001
Closed -$114K – 715
2021
Q2 		$114K Buy
2,001
+1
+0.1% +$59 0.02% 342
2021
Q1 		$111K Buy
+2,000
New +$99.9K 0.02% 325

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DSA
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WealthShield Partners's USB Position: Q3 2021 in Review

WealthShield Partners sold out of US Bancorp (USB) in Q3 2021, closing a stake of 2,001 shares — an estimated $114K sold.

WealthShield Partners first reported a position in USB in Q1 2021 and held it in 2 quarters. The position peaked at $114K in Q2 2021. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

  • WealthShield Partners reported no remaining US Bancorp position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,001 US Bancorp shares in Q3 2021, an estimated $114K.
  • WealthShield Partners first reported a position in US Bancorp in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's US Bancorp position peaked at $114K in Q2 2021.
  • 1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.