American Research & Management Company’s American Express AXP Stock Holding History

American Research & Management Company’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	-100	Closed	-$9K	–	349
2020 Q1	$9K	Buy	+100	New	+$11.6K	﹤0.01%	259
2019 Q1	–	Sell	-200	Closed	-$19K	–	380
2018 Q4	$19K	Buy	+200	New	+$20.9K	0.01%	235
2018 Q3	–	Sell	-200	Closed	-$20K	–	341
2018 Q2	$20K	Hold	200	–	–	0.01%	228
2018 Q1	$19K	Buy	+200	New	+$19.4K	0.01%	254

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

American Research & Management Company's AXP Position: Q2 2020 in Review

American Research & Management Company sold out of American Express (AXP) in Q2 2020, closing a stake of 100 shares — an estimated $9K sold.

American Research & Management Company first reported a position in AXP in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q2 2018. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

American Research & Management Company reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
American Research & Management Company sold 100 American Express shares in Q2 2020, an estimated $9K.
American Research & Management Company first reported a position in American Express in Q1 2018 and held it in 4 quarters.
American Research & Management Company's American Express position peaked at $20K in Q2 2018.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on American Research & Management Company's 13F filing for Q2 2020, filed 28 Jul 2020.