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Beacon Pointe Wealth Advisors’s American Express AXP Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$413K Buy
3,312
+151
+5% +$18K 0.08% 177
2019
Q3 		$374K Hold
3,161
– – 0.08% 183
2019
Q2 		$390K Sell
3,161
-300
-9% -$35.2K 0.08% 185
2019
Q1 		$378K Hold
3,461
– – 0.09% 178
2018
Q4 		$331K Buy
+3,461
New +$362K 0.12% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's AXP Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its American Express (AXP) stake by 4.8% in Q4 2019, buying an estimated $18K and bringing the position to 3,312 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #177.

Beacon Pointe Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 5 quarters since. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,312 shares of American Express worth $413K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 151 American Express shares in Q4 2019, an estimated $18K.
  • American Express made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #177 holding.
  • Beacon Pointe Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 5 quarters since.
  • 1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.