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Clear Investment Research’s American Express AXP Stock Holding History

Clear Investment Research’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
Q4 		– Sell
-20
Closed -$2K – 132
2019
Q3 		$2K Hold
20
– – ﹤0.01% 105
2019
Q2 		$2K Hold
20
– – ﹤0.01% 103
2019
Q1 		$2K Hold
20
– – ﹤0.01% 97
2018
Q4 		$2K Hold
20
– – ﹤0.01% 89
2018
Q3 		$2K Buy
+20
New +$2.08K ﹤0.01% 99

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

Clear Investment Research's AXP Position: Q4 2019 in Review

Clear Investment Research sold out of American Express (AXP) in Q4 2019, closing a stake of 20 shares — an estimated $2K sold.

Clear Investment Research first reported a position in AXP in Q3 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

  • Clear Investment Research reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
  • Clear Investment Research sold 20 American Express shares in Q4 2019, an estimated $2K.
  • Clear Investment Research first reported a position in American Express in Q3 2018 and held it in 5 quarters.
  • Clear Investment Research's American Express position peaked at $2K in Q3 2019.
  • 1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.