20/20 Capital Management’s American Express AXP Stock Holding History

20/20 Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$376K	Buy	2,277 +5	+0.2%	+$783	0.1%	117
2021 Q1	$321K	Hold	2,272	–	–	0.09%	126
2020 Q4	$274K	Buy	2,272 +60	+3%	+$6.64K	0.08%	141
2020 Q3	$222K	Hold	2,212	–	–	0.08%	136
2020 Q2	$219K	Buy	+2,212	New	+$204K	0.08%	130
2020 Q1	–	Sell	-2,170	Closed	-$289K	–	145
2019 Q4	$289K	Buy	+2,170	New	+$259K	0.12%	121

Other funds holding AXP

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

20/20 Capital Management's AXP Position: Q2 2021 in Review

20/20 Capital Management increased its American Express (AXP) stake by 0.22% in Q2 2021, buying an estimated $783 and bringing the position to 2,277 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #117.

20/20 Capital Management first reported a position in AXP in Q4 2019 and has held it in 6 quarters since. 1,846 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

20/20 Capital Management held 2,277 shares of American Express worth $376K as of Q2 2021.
20/20 Capital Management bought 5 American Express shares in Q2 2021, an estimated $783.
American Express made up 0.1% of 20/20 Capital Management's portfolio in Q2 2021, its #117 holding.
20/20 Capital Management first reported a position in American Express in Q4 2019 and has held it in 6 quarters since.
1,846 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.