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CFM Wealth Partners’s American Express AXP Stock Holding History

CFM Wealth Partners’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
-820
Closed -$78K – 179
2020
Q2 		$78K Hold
820
– – 0.03% 228
2020
Q1 		$70K Hold
820
– – 0.03% 230
2019
Q4 		$107K Buy
+820
New +$98K 0.04% 201

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

CFM Wealth Partners's AXP Position: Q3 2020 in Review

CFM Wealth Partners sold out of American Express (AXP) in Q3 2020, closing a stake of 820 shares — an estimated $78K sold.

CFM Wealth Partners first reported a position in AXP in Q4 2019 and held it in 3 quarters. The position peaked at $107K in Q4 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • CFM Wealth Partners reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 820 American Express shares in Q3 2020, an estimated $78K.
  • CFM Wealth Partners first reported a position in American Express in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's American Express position peaked at $107K in Q4 2019.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.