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Wealthspire Advisors (Maryland)’s US Bancorp USB Stock Holding History

Wealthspire Advisors (Maryland)’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 		$523K Sell
14,578
-4,574
-24% -$167K 0.02% 263
2020
Q2 		$705K Buy
19,152
+665
+4% +$23.7K 0.05% 205
2020
Q1 		$637K Sell
18,487
-4,524
-20% -$218K 0.06% 204
2019
Q4 		$1.36M Buy
23,011
+302
+1% +$17.5K 0.09% 131
2019
Q3 		$1.26M Buy
22,709
+25
+0.1% +$1.35K 0.09% 120
2019
Q2 		$1.19M Buy
22,684
+323
+1% +$16.6K 0.09% 124
2019
Q1 		$1.08M Sell
22,361
-313
-1% -$15.7K 0.08% 130
2018
Q4 		$1.04M Sell
22,674
-521
-2% -$26.8K 0.09% 119
2018
Q3 		$1.23M Sell
23,195
-571
-2% -$30.2K 0.1% 115
2018
Q2 		$1.19M Buy
23,766
+150
+0.6% +$7.61K 0.11% 113
2018
Q1 		$1.19M Buy
23,616
+690
+3% +$37.7K 0.11% 111
2017
Q4 		$1.23M Buy
22,926
+679
+3% +$36.5K 0.12% 113
2017
Q3 		$1.19M Sell
22,247
-822
-4% -$43K 0.13% 113
2017
Q2 		$1.2M Sell
23,069
-2,684
-10% -$138K 0.14% 107
2017
Q1 		$1.33M Sell
25,753
-724
-3% -$38.6K 0.19% 81
2016
Q4 		$1.36M Buy
26,477
+234
+0.9% +$11.1K 0.2% 76
2016
Q3 		$1.13M Sell
26,243
-28
-0.1% -$1.19K 0.18% 91
2016
Q2 		$1.06M Sell
26,271
-136
-0.5% -$5.66K 0.18% 90
2016
Q1 		$1.07M Sell
26,407
-6,693
-20% -$267K 0.19% 84
2015
Q4 		$1.41M Buy
+33,100
New +$1.41M 0.26% 66

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

Wealthspire Advisors (Maryland)'s USB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its US Bancorp (USB) stake by 24% in Q3 2020, selling an estimated $167K and leaving 14,578 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #263.

Wealthspire Advisors (Maryland) first reported a position in USB in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.41M in Q4 2015. 1,415 funds tracked by Wall St. Rank hold USB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 14,578 shares of US Bancorp worth $523K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 4,574 US Bancorp shares in Q3 2020, an estimated $167K.
  • US Bancorp made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #263 holding.
  • Wealthspire Advisors (Maryland) first reported a position in US Bancorp in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s US Bancorp position peaked at $1.41M in Q4 2015.
  • 1,415 funds tracked by Wall St. Rank held US Bancorp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.