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Clarus Wealth Advisors’s American Express AXP Stock Holding History

Clarus Wealth 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
2019
Q1 		– Sell
-24
Closed -$2K – 679
2018
Q4 		$2K Sell
24
-2,619
-99% -$274K ﹤0.01% 640
2018
Q3 		$281K Buy
2,643
+89
+3% +$9.26K 0.18% 78
2018
Q2 		$238K Hold
2,554
– – 0.18% 83
2018
Q1 		$238K Buy
+2,554
New +$247K 0.22% 83

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clarus Wealth Advisors's AXP Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of American Express (AXP) in Q1 2019, closing a stake of 24 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in AXP in Q1 2018 and held it in 4 quarters. The position peaked at $281K in Q3 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 24 American Express shares in Q1 2019, an estimated $2K.
  • Clarus Wealth Advisors first reported a position in American Express in Q1 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's American Express position peaked at $281K in Q3 2018.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.