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Capital One Investing’s American Express AXP Stock Holding History

Capital One Investing’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
Q3 		$1M Sell
8,480
-33
-0.4% -$4.05K 0.23% 73
2019
Q2 		$1.05M Sell
8,513
-333
-4% -$39.1K 0.26% 66
2019
Q1 		$967K Hold
8,846
– – 0.26% 67
2018
Q4 		$843K Buy
+8,846
New +$926K 0.3% 56

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

Capital One Investing's AXP Position: Q3 2019 in Review

Capital One Investing reduced its American Express (AXP) stake by 0.39% in Q3 2019, selling an estimated $4.05K and leaving 8,480 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #73.

Capital One Investing first reported a position in AXP in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2019. 1,581 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

  • Capital One Investing held 8,480 shares of American Express worth $1M as of Q3 2019.
  • Capital One Investing sold 33 American Express shares in Q3 2019, an estimated $4.05K.
  • American Express made up 0.23% of Capital One Investing's portfolio in Q3 2019, its #73 holding.
  • Capital One Investing first reported a position in American Express in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's American Express position peaked at $1.05M in Q2 2019.
  • 1,581 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.