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Aevitas Wealth Management’s American Express AXP Stock Holding History

Aevitas Wealth 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
2020
Q1 		– Sell
-1,645
Closed -$205K – 95
2019
Q4 		$205K Sell
1,645
-149
-8% -$17.8K 0.19% 106
2019
Q3 		$212K Sell
1,794
-264
-13% -$32.4K 0.21% 102
2019
Q2 		$254K Sell
2,058
-1,488
-42% -$175K 0.26% 95
2019
Q1 		$387K Buy
3,546
+12
+0.3% +$1.26K 0.34% 74
2018
Q4 		$337K Sell
3,534
-885
-20% -$92.6K 0.34% 71
2018
Q3 		$471K Buy
4,419
+15
+0.3% +$1.56K 0.43% 65
2018
Q2 		$432K Buy
4,404
+14
+0.3% +$1.38K 0.42% 63
2018
Q1 		$409K Sell
4,390
-116
-3% -$11.2K 0.41% 64
2017
Q4 		$447K Buy
+4,506
New +$429K 0.42% 63

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Aevitas Wealth Management's AXP Position: Q1 2020 in Review

Aevitas Wealth Management sold out of American Express (AXP) in Q1 2020, closing a stake of 1,645 shares — an estimated $205K sold.

Aevitas Wealth Management first reported a position in AXP in Q4 2017 and held it in 9 quarters. The position peaked at $471K in Q3 2018. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Aevitas Wealth Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,645 American Express shares in Q1 2020, an estimated $205K.
  • Aevitas Wealth Management first reported a position in American Express in Q4 2017 and held it in 9 quarters.
  • Aevitas Wealth Management's American Express position peaked at $471K in Q3 2018.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.