Accurate Investment Solutions’s American Express AXP Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-1,848	Closed	-$158K	–	37
2020 Q1	$158K	Buy	1,848 +133	+8%	+$15.5K	0.13%	108
2019 Q4	$214K	Buy	1,715 +1,675	+4,188%	+$200K	0.14%	71
2019 Q3	$5K	Hold	40	–	–	﹤0.01%	267
2019 Q2	$5K	Hold	40	–	–	﹤0.01%	267
2019 Q1	$4K	Buy	+40	New	+$4.2K	﹤0.01%	279
2018 Q1	–	Sell	-201	Closed	-$20K	–	484
2017 Q4	$20K	Buy	201 +1	+0.5%	+$95	0.01%	202
2017 Q3	$18K	Buy	+200	New	+$17.2K	0.01%	212
2016 Q2	–	Sell	-2,455	Closed	-$151K	–	309
2016 Q1	$151K	Buy	+2,455	New	+$143K	0.14%	64

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Accurate Investment Solutions's AXP Position: Q2 2020 in Review

Accurate Investment Solutions sold out of American Express (AXP) in Q2 2020, closing a stake of 1,848 shares — an estimated $158K sold.

Accurate Investment Solutions first reported a position in AXP in Q1 2016 and held it in 8 quarters. The position peaked at $214K in Q4 2019. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Accurate Investment Solutions reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 1,848 American Express shares in Q2 2020, an estimated $158K.
Accurate Investment Solutions first reported a position in American Express in Q1 2016 and held it in 8 quarters.
Accurate Investment Solutions's American Express position peaked at $214K in Q4 2019.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.