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AGF Investments LLC’s American Express AXP Stock Holding History

AGF Investments LLC’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
Q3 		– Sell
-809
Closed -$77K – 555
2020
Q2 		$77K Sell
809
-323
-29% -$29.7K 0.01% 383
2020
Q1 		$97K Buy
1,132
+39
+4% +$4.54K 0.01% 397
2019
Q4 		$136K Sell
1,093
-465
-30% -$55.6K 0.03% 408
2019
Q3 		$184K Sell
1,558
-16
-1% -$1.96K 0.04% 349
2019
Q2 		$194K Buy
+1,574
New +$185K 0.04% 362
2019
Q1 		– Sell
-86
Closed -$8K – 631
2018
Q4 		$8K Sell
86
-164
-66% -$17.2K ﹤0.01% 572
2018
Q3 		$27K Sell
250
-114
-31% -$11.9K ﹤0.01% 488
2018
Q2 		$36 Buy
364
+77
+27% +$7.57K ﹤0.01% 477
2018
Q1 		$28K Buy
287
+83
+41% +$8.04K ﹤0.01% 413
2017
Q4 		$20K Buy
+204
New +$19.4K ﹤0.01% 431

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Investments LLC's AXP Position: Q3 2020 in Review

AGF Investments LLC sold out of American Express (AXP) in Q3 2020, closing a stake of 809 shares — an estimated $77K sold.

AGF Investments LLC first reported a position in AXP in Q4 2017 and held it in 10 quarters. The position peaked at $194K in Q2 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • AGF Investments LLC reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • AGF Investments LLC sold 809 American Express shares in Q3 2020, an estimated $77K.
  • AGF Investments LLC first reported a position in American Express in Q4 2017 and held it in 10 quarters.
  • AGF Investments LLC's American Express position peaked at $194K in Q2 2019.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on AGF Investments LLC's 13F filing for Q3 2020, filed 12 Nov 2020.