Wealthstreet Investment Advisors’s US Bancorp USB Stock Holding History

Wealthstreet Investment Advisors’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	-13,840	Closed	-$765K	–	311
2021 Q1	$765K	Hold	13,840	–	–	0.07%	202
2020 Q4	$645K	Sell	13,840 -200	-1%	-$8.46K	0.07%	214
2020 Q3	$503K	Sell	14,040 -317	-2%	-$11.6K	0.06%	221
2020 Q2	$529K	Hold	14,357	–	–	0.06%	204
2020 Q1	$495K	Hold	14,357	–	–	0.07%	192
2019 Q4	$851K	Hold	14,357	–	–	0.1%	167
2019 Q3	$823K	Hold	14,357	–	–	0.11%	161
2019 Q2	$752K	Hold	14,357	–	–	0.1%	172
2019 Q1	$692K	Hold	14,357	–	–	0.09%	182
2018 Q4	$736K	Hold	14,357	–	–	0.1%	166
2018 Q3	$758K	Hold	14,357	–	–	0.09%	190
2018 Q2	$718K	Hold	14,357	–	–	0.09%	189
2018 Q1	$725K	Hold	14,357	–	–	0.09%	190
2017 Q4	$769K	Buy	+14,357	New	+$773K	0.09%	185

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wealthstreet Investment Advisors's USB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of US Bancorp (USB) in Q2 2021, closing a stake of 13,840 shares — an estimated $765K sold.

Wealthstreet Investment Advisors first reported a position in USB in Q4 2017 and held it in 14 quarters. The position peaked at $851K in Q4 2019. 1,651 funds tracked by Wall St. Rank hold USB as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining US Bancorp position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 13,840 US Bancorp shares in Q2 2021, an estimated $765K.
Wealthstreet Investment Advisors first reported a position in US Bancorp in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's US Bancorp position peaked at $851K in Q4 2019.
1,651 funds tracked by Wall St. Rank held US Bancorp as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.