YWP
USB icon

YorkBridge Wealth Partners’s US Bancorp USB Stock Holding History

YorkBridge Wealth 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
2022
Q4 		– Sell
-15,047
Closed -$607K – 275
2022
Q3 		$607K Buy
15,047
+1,925
+15% +$89.1K 0.16% 109
2022
Q2 		$604K Buy
13,122
+1,653
+14% +$82.5K 0.16% 113
2022
Q1 		$610K Buy
11,469
+495
+5% +$28.4K 0.13% 120
2021
Q4 		$616K Sell
10,974
-23
-0.2% -$1.36K 0.14% 120
2021
Q3 		$654K Buy
10,997
+1,844
+20% +$105K 0.16% 110
2021
Q2 		$521K Buy
9,153
+1,534
+20% +$90K 0.14% 122
2021
Q1 		$421K Buy
7,619
+2,090
+38% +$104K 0.12% 137
2020
Q4 		$258K Sell
5,529
-677
-11% -$28.6K 0.09% 166
2020
Q3 		$222K Sell
6,206
-199
-3% -$7.28K 0.09% 164
2020
Q2 		$236K Sell
6,405
-307
-5% -$10.9K 0.11% 152
2020
Q1 		$231K Buy
6,712
+555
+9% +$26.8K 0.14% 139
2019
Q4 		$365K Buy
6,157
+403
+7% +$23.3K 0.17% 130
2019
Q3 		$318K Buy
5,754
+124
+2% +$6.7K 0.16% 128
2019
Q2 		$295K Sell
5,630
-4,258
-43% -$219K 0.13% 145
2019
Q1 		$477K Buy
9,888
+649
+7% +$32.5K 0.22% 97
2018
Q4 		$422K Sell
9,239
-779
-8% -$40.1K 0.22% 102
2018
Q3 		$529K Sell
10,018
-60
-0.6% -$3.18K 0.24% 93
2018
Q2 		$504K Buy
10,078
+1,033
+11% +$52.4K 0.22% 98
2018
Q1 		$463K Buy
9,045
+1,612
+22% +$88.2K 0.21% 101
2017
Q4 		$406K Buy
7,433
+665
+10% +$35.8K 0.2% 112
2017
Q3 		$363K Buy
6,768
+1,033
+18% +$54K 0.19% 113
2017
Q2 		$302K Hold
5,735
– – 0.16% 127
2017
Q1 		$296K Buy
5,735
+5
+0.1% +$267 0.15% 130
2016
Q4 		$283K Buy
+5,730
New +$272K 0.17% 120

Other funds holding USB

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's USB Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of US Bancorp (USB) in Q4 2022, closing a stake of 15,047 shares — an estimated $607K sold.

YorkBridge Wealth Partners first reported a position in USB in Q4 2016 and held it in 24 quarters. The position peaked at $654K in Q3 2021. 1,741 funds tracked by Wall St. Rank hold USB as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 15,047 US Bancorp shares in Q4 2022, an estimated $607K.
  • YorkBridge Wealth Partners first reported a position in US Bancorp in Q4 2016 and held it in 24 quarters.
  • YorkBridge Wealth Partners's US Bancorp position peaked at $654K in Q3 2021.
  • 1,741 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.