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Wetzel Investment Advisors’s US Bancorp USB Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-239
Closed -$10.7K – 846
2024
Q2 		$10.7K Hold
239
– – 0.01% 453
2024
Q1 		$9.43K Sell
239
-132
-36% -$5.57K 0.01% 544
2023
Q4 		$16K Buy
+371
New +$13.6K 0.01% 425

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wetzel Investment Advisors's USB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of US Bancorp (USB) in Q3 2024, closing a stake of 239 shares — an estimated $10.7K sold.

Wetzel Investment Advisors first reported a position in USB in Q4 2023 and held it in 3 quarters. The position peaked at $16K in Q4 2023. 1,718 funds tracked by Wall St. Rank hold USB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining US Bancorp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 239 US Bancorp shares in Q3 2024, an estimated $10.7K.
  • Wetzel Investment Advisors first reported a position in US Bancorp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's US Bancorp position peaked at $16K in Q4 2023.
  • 1,718 funds tracked by Wall St. Rank held US Bancorp as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.