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Cordasco Financial Network’s American Express AXP Stock Holding History

Cordasco Financial Network’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
-10
Closed -$1K – 523
2020
Q2 		$1K Hold
10
– – ﹤0.01% 460
2020
Q1 		$1K Buy
+10
New +$1.16K ﹤0.01% 429
2019
Q2 		– Sell
-190
Closed -$21K – 454
2019
Q1 		$21K Buy
+190
New +$20K 0.02% 223

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

Cordasco Financial Network's AXP Position: Q3 2020 in Review

Cordasco Financial Network sold out of American Express (AXP) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Cordasco Financial Network first reported a position in AXP in Q1 2019 and held it in 3 quarters. The position peaked at $21K in Q1 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Cordasco Financial Network reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
  • Cordasco Financial Network sold 10 American Express shares in Q3 2020, an estimated $1K.
  • Cordasco Financial Network first reported a position in American Express in Q1 2019 and held it in 3 quarters.
  • Cordasco Financial Network's American Express position peaked at $21K in Q1 2019.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Cordasco Financial Network's 13F filing for Q3 2020, filed 13 Oct 2020.