Elm Advisors’s American Express AXP Stock Holding History

Elm 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
2021 Q1	–	Sell	-165	Closed	-$20K	–	104
2020 Q4	$20K	Buy	+165	New	+$18.3K	0.01%	203
2018 Q4	–	Sell	-195	Closed	-$21K	–	99
2018 Q3	$21K	Buy	+195	New	+$20.3K	0.01%	215

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

Elm Advisors's AXP Position: Q1 2021 in Review

Elm Advisors sold out of American Express (AXP) in Q1 2021, closing a stake of 165 shares — an estimated $20K sold.

Elm Advisors first reported a position in AXP in Q3 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

Elm Advisors reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 165 American Express shares in Q1 2021, an estimated $20K.
Elm Advisors first reported a position in American Express in Q3 2018 and held it in 2 quarters.
Elm Advisors's American Express position peaked at $21K in Q3 2018.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.