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WealthStone’s US Bancorp USB Stock Holding History

WealthStone’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
Q1 		$343K Buy
6,208
+1,434
+30% +$71.6K 0.12% 128
2020
Q4 		$222K Buy
+4,774
New +$202K 0.08% 191
2020
Q3 		– Sell
-10,584
Closed -$390K – 242
2020
Q2 		$390K Buy
+10,584
New +$377K 0.19% 86
2019
Q3 		– Sell
-1,143
Closed -$59.9K – 579
2019
Q2 		$59.9K Buy
+1,143
New +$58.9K 0.03% 175

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

WealthStone's USB Position: Q1 2021 in Review

WealthStone increased its US Bancorp (USB) stake by 30% in Q1 2021, buying an estimated $71.6K and bringing the position to 6,208 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #128.

WealthStone first reported a position in USB in Q2 2019 and has held it in 4 quarters since. The position peaked at $390K in Q2 2020. 1,628 funds tracked by Wall St. Rank hold USB as of Q1 2021.

  • WealthStone held 6,208 shares of US Bancorp worth $343K as of Q1 2021.
  • WealthStone bought 1,434 US Bancorp shares in Q1 2021, an estimated $71.6K.
  • US Bancorp made up 0.12% of WealthStone's portfolio in Q1 2021, its #128 holding.
  • WealthStone first reported a position in US Bancorp in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's US Bancorp position peaked at $390K in Q2 2020.
  • 1,628 funds tracked by Wall St. Rank held US Bancorp as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.