CWA
AXP icon

Capital Wealth Alliance’s American Express AXP Stock Holding History

Capital Wealth Alliance’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
Q3 		– Sell
-2,215
Closed -$210K – 111
2020
Q2 		$210K Buy
+2,215
New +$204K 0.22% 81

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Wealth Alliance's AXP Position: Q3 2020 in Review

Capital Wealth Alliance sold out of American Express (AXP) in Q3 2020, closing a stake of 2,215 shares — an estimated $210K sold.

Capital Wealth Alliance first reported a position in AXP in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Capital Wealth Alliance reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 2,215 American Express shares in Q3 2020, an estimated $210K.
  • Capital Wealth Alliance first reported a position in American Express in Q2 2020 and held it in 1 quarter.
  • Capital Wealth Alliance's American Express position peaked at $210K in Q2 2020.
  • 1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Capital Wealth Alliance's 13F filing for Q3 2020, filed 26 Oct 2020.