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CWS Financial Advisors’s American Express AXP Stock Holding History

CWS Financial 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
2020
Q4 		– Sell
-2,793
Closed -$280K – 137
2020
Q3 		$280K Hold
2,793
– – 0.19% 97
2020
Q2 		$266K Buy
2,793
+1,061
+61% +$97.7K 0.19% 104
2020
Q1 		$216K Hold
1,732
– – 0.16% 110
2019
Q4 		$216K Buy
+1,732
New +$207K 0.16% 111

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CWS Financial Advisors's AXP Position: Q4 2020 in Review

CWS Financial Advisors sold out of American Express (AXP) in Q4 2020, closing a stake of 2,793 shares — an estimated $280K sold.

CWS Financial Advisors first reported a position in AXP in Q4 2019 and held it in 4 quarters. The position peaked at $280K in Q3 2020. 1,722 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • CWS Financial Advisors reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
  • CWS Financial Advisors sold 2,793 American Express shares in Q4 2020, an estimated $280K.
  • CWS Financial Advisors first reported a position in American Express in Q4 2019 and held it in 4 quarters.
  • CWS Financial Advisors's American Express position peaked at $280K in Q3 2020.
  • 1,722 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on CWS Financial Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.