CA Family Wealth’s American Express AXP Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-1,775	Closed	-$221K	–	54
2019 Q4	$221K	Buy	+1,775	New	+$212K	0.15%	114

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

CA Family Wealth's AXP Position: Q1 2020 in Review

CA Family Wealth sold out of American Express (AXP) in Q1 2020, closing a stake of 1,775 shares — an estimated $221K sold.

CA Family Wealth first reported a position in AXP in Q4 2019 and held it in 1 quarter. The position peaked at $221K in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

CA Family Wealth reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,775 American Express shares in Q1 2020, an estimated $221K.
CA Family Wealth first reported a position in American Express in Q4 2019 and held it in 1 quarter.
CA Family Wealth's American Express position peaked at $221K in Q4 2019.
1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.