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Advisor Group’s American Express AXP Stock Holding History

Advisor Group’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
2019
Q4 		$10.4M Buy
83,531
+3,833
+5% +$458K 0.07% 234
2019
Q3 		$9.43M Sell
79,698
-436
-0.5% -$53.5K 0.07% 238
2019
Q2 		$9.89M Buy
80,134
+6,076
+8% +$714K 0.08% 227
2019
Q1 		$8.1M Buy
74,058
+14,693
+25% +$1.54M 0.07% 254
2018
Q4 		$5.66M Buy
59,365
+134
+0.2% +$14K 0.06% 288
2018
Q3 		$6.31M Buy
59,231
+6,248
+12% +$650K 0.06% 253
2018
Q2 		$5.19M Sell
52,983
-233
-0.4% -$22.9K 0.07% 241
2018
Q1 		$4.96M Sell
53,216
-7,718
-13% -$748K 0.07% 247
2017
Q4 		$6.05M Sell
60,934
-433
-0.7% -$41.2K 0.08% 220
2017
Q3 		$5.55M Buy
61,367
+1,235
+2% +$106K 0.09% 203
2017
Q2 		$5.07M Sell
60,132
-1,182
-2% -$93.5K 0.09% 222
2017
Q1 		$4.85M Sell
61,314
-3,522
-5% -$275K 0.1% 218
2016
Q4 		$4.8M Buy
64,836
+14,107
+28% +$977K 0.11% 201
2016
Q3 		$3.25M Buy
50,729
+3,938
+8% +$253K 0.08% 279
2016
Q2 		$2.84M Buy
+46,791
New +$2.96M 0.07% 292

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's AXP Position: Q4 2019 in Review

Advisor Group increased its American Express (AXP) stake by 4.8% in Q4 2019, buying an estimated $458K and bringing the position to 83,531 shares worth $10.4M. The position accounts for 0.07% of the portfolio, ranked #234.

Advisor Group first reported a position in AXP in Q2 2016 and has held it in 15 quarters since. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

  • Advisor Group held 83,531 shares of American Express worth $10.4M as of Q4 2019.
  • Advisor Group bought 3,833 American Express shares in Q4 2019, an estimated $458K.
  • American Express made up 0.07% of Advisor Group's portfolio in Q4 2019, its #234 holding.
  • Advisor Group first reported a position in American Express in Q2 2016 and has held it in 15 quarters since.
  • 1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.