ERTS Wealth Advisors’s American Express AXP Stock Holding History

ERTS Wealth 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
2019 Q1	–	Sell	-82	Closed	-$8K	–	108
2018 Q4	$8K	Buy	+82	New	+$8.58K	0.01%	251

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

ERTS Wealth Advisors's AXP Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of American Express (AXP) in Q1 2019, closing a stake of 82 shares — an estimated $8K sold.

ERTS Wealth Advisors first reported a position in AXP in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

ERTS Wealth Advisors reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 82 American Express shares in Q1 2019, an estimated $8K.
ERTS Wealth Advisors first reported a position in American Express in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's American Express position peaked at $8K in Q4 2018.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.