Cutter & Co Brokerage’s American Express AXP Stock Holding History

Cutter & Co Brokerage’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	-1,872	Closed	-$221K	–	256
2019 Q3	$221K	Hold	1,872	–	–	0.07%	252
2019 Q2	$231K	Hold	1,872	–	–	0.07%	248
2019 Q1	$205K	Buy	+1,872	New	+$197K	0.06%	259

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cutter & Co Brokerage's AXP Position: Q4 2019 in Review

Cutter & Co Brokerage sold out of American Express (AXP) in Q4 2019, closing a stake of 1,872 shares — an estimated $221K sold.

Cutter & Co Brokerage first reported a position in AXP in Q1 2019 and held it in 3 quarters. The position peaked at $231K in Q2 2019. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

Cutter & Co Brokerage reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
Cutter & Co Brokerage sold 1,872 American Express shares in Q4 2019, an estimated $221K.
Cutter & Co Brokerage first reported a position in American Express in Q1 2019 and held it in 3 quarters.
Cutter & Co Brokerage's American Express position peaked at $231K in Q2 2019.
1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Cutter & Co Brokerage's 13F filing for Q4 2019, filed 11 Feb 2020.