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Argent Wealth Management’s American Express AXP Stock Holding History

Argent 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
Q2 		$203K Buy
+2,018
New +$186K 0.03% 163
2020
Q1 		– Sell
-2,462
Closed -$307K – 163
2019
Q4 		$307K Buy
+2,462
New +$294K 0.05% 147

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Argent Wealth Management's AXP Position: Q2 2020 in Review

Argent Wealth Management opened a new position in American Express (AXP) in Q2 2020: 2,018 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: Argent Wealth Management previously reported a position in AXP as recently as Q4 2019.

Argent Wealth Management first reported a position in AXP in Q4 2019 and has held it in 2 quarters since. The position peaked at $307K in Q4 2019. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • Argent Wealth Management held 2,018 shares of American Express worth $203K as of Q2 2020.
  • American Express was a new Argent Wealth Management position in Q2 2020.
  • American Express made up 0.03% of Argent Wealth Management's portfolio in Q2 2020, its #163 holding.
  • Argent Wealth Management first reported a position in American Express in Q4 2019 and has held it in 2 quarters since.
  • Argent Wealth Management's American Express position peaked at $307K in Q4 2019.
  • 1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.