Altus Wealth Group’s American Express AXP Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-97	Closed	-$12K	–	209
2020 Q4	$12K	Buy	+97	New	+$10.7K	0.01%	473

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altus Wealth Group's AXP Position: Q1 2021 in Review

Altus Wealth Group sold out of American Express (AXP) in Q1 2021, closing a stake of 97 shares — an estimated $12K sold.

Altus Wealth Group first reported a position in AXP in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

Altus Wealth Group reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 97 American Express shares in Q1 2021, an estimated $12K.
Altus Wealth Group first reported a position in American Express in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's American Express position peaked at $12K in Q4 2020.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.