C-J Advisory’s American Express AXP Stock Holding History

C-J Advisory’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	–	Sell	-150	Closed	-$18K	–	56
2019 Q3	$18K	Hold	150	–	–	0.01%	103
2019 Q2	$19K	Hold	150	–	–	0.01%	99
2019 Q1	$17K	Buy	+150	New	+$15.8K	0.01%	120

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C-J Advisory's AXP Position: Q4 2019 in Review

C-J Advisory sold out of American Express (AXP) in Q4 2019, closing a stake of 150 shares — an estimated $18K sold.

C-J Advisory first reported a position in AXP in Q1 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

C-J Advisory reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 150 American Express shares in Q4 2019, an estimated $18K.
C-J Advisory first reported a position in American Express in Q1 2019 and held it in 3 quarters.
C-J Advisory's American Express position peaked at $19K in Q2 2019.
1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.