CSat Investment Advisory’s American Express AXP Stock Holding History

CSat Investment Advisory’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
2021 Q1	$8K	Sell	58 -6	-9%	-$793	0.01%	467
2020 Q4	$8K	Sell	64 -2,158	-97%	-$239K	0.01%	442
2020 Q3	$223K	Sell	2,222 -6,228	-74%	-$613K	0.02%	255
2020 Q2	$805K	Sell	8,450 -2,413	-22%	-$222K	0.1%	107
2020 Q1	$930K	Buy	10,863 +271	+3%	+$31.5K	0.2%	73
2019 Q4	$1.32M	Buy	10,592 +343	+3%	+$41K	0.35%	56
2019 Q3	$1.21M	Buy	10,249 +71	+0.7%	+$8.71K	0.38%	53
2019 Q2	$1.26M	Buy	10,178 +1,466	+17%	+$172K	0.44%	46
2019 Q1	$952K	Buy	8,712 +419	+5%	+$44K	0.48%	55
2018 Q4	$791K	Sell	8,293 -1,181	-12%	-$124K	0.47%	54
2018 Q3	$1.01M	Sell	9,474 -803	-8%	-$83.5K	0.57%	47
2018 Q2	$1.01M	Buy	+10,277	New	+$1.01M	0.54%	47

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's AXP Position: Q1 2021 in Review

CSat Investment Advisory reduced its American Express (AXP) stake by 9.4% in Q1 2021, selling an estimated $793 and leaving 58 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #467.

CSat Investment Advisory first reported a position in AXP in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.32M in Q4 2019. 1,778 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

CSat Investment Advisory held 58 shares of American Express worth $8K as of Q1 2021.
CSat Investment Advisory sold 6 American Express shares in Q1 2021, an estimated $793.
American Express made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #467 holding.
CSat Investment Advisory first reported a position in American Express in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's American Express position peaked at $1.32M in Q4 2019.
1,778 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.