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Brightworth’s American Express AXP Stock Holding History

Brightworth’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
-1,781
Closed -$215K – 100
2020
Q4 		$215K Buy
+1,781
New +$197K 0.02% 92
2018
Q2 		– Sell
-2,669
Closed -$249K – 95
2018
Q1 		$249K Sell
2,669
-532
-17% -$51.5K 0.06% 100
2017
Q4 		$318K Sell
3,201
-640
-17% -$61K 0.07% 87
2017
Q3 		$347K Buy
+3,841
New +$330K 0.08% 87

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brightworth's AXP Position: Q1 2021 in Review

Brightworth sold out of American Express (AXP) in Q1 2021, closing a stake of 1,781 shares — an estimated $215K sold.

Brightworth first reported a position in AXP in Q3 2017 and held it in 4 quarters. The position peaked at $347K in Q3 2017. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • Brightworth reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • Brightworth sold 1,781 American Express shares in Q1 2021, an estimated $215K.
  • Brightworth first reported a position in American Express in Q3 2017 and held it in 4 quarters.
  • Brightworth's American Express position peaked at $347K in Q3 2017.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Brightworth's 13F filing for Q1 2021, filed 19 Apr 2021.