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D.B. Root & Company’s American Express AXP Stock Holding History

D.B. Root & Company’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
Q2 		– Sell
-3,133
Closed -$443K – 203
2021
Q1 		$443K Sell
3,133
-2,060
-40% -$272K 0.17% 148
2020
Q4 		$627K Buy
+5,193
New +$575K 0.25% 101

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.B. Root & Company's AXP Position: Q2 2021 in Review

D.B. Root & Company sold out of American Express (AXP) in Q2 2021, closing a stake of 3,133 shares — an estimated $443K sold.

D.B. Root & Company first reported a position in AXP in Q4 2020 and held it in 2 quarters. The position peaked at $627K in Q4 2020. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • D.B. Root & Company reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • D.B. Root & Company sold 3,133 American Express shares in Q2 2021, an estimated $443K.
  • D.B. Root & Company first reported a position in American Express in Q4 2020 and held it in 2 quarters.
  • D.B. Root & Company's American Express position peaked at $627K in Q4 2020.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on D.B. Root & Company's 13F filing for Q2 2021, filed 28 Jul 2021.