Clarfeld Financial Advisors’s American Express AXP Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$31K	Buy	+330	New	+$34.5K	0.03%	128

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clarfeld Financial Advisors's AXP Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in American Express (AXP) in Q4 2018: 330 shares worth $31K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

Clarfeld Financial Advisors held 330 shares of American Express worth $31K as of Q4 2018.
American Express was a new Clarfeld Financial Advisors position in Q4 2018.
American Express made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #128 holding.
1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.