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Fairhaven Wealth Management’s American Express AXP Stock Holding History

Fairhaven Wealth Management’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
Q1 		– Sell
-2,289
Closed -$285K – 80
2019
Q4 		$285K Hold
2,289
– – 0.24% 55
2019
Q3 		$271K Sell
2,289
-145
-6% -$17.8K 0.25% 53
2019
Q2 		$300K Buy
2,434
+17
+0.7% +$2K 0.28% 50
2019
Q1 		$264K Buy
2,417
+297
+14% +$31.2K 0.25% 60
2018
Q4 		$202K Buy
+2,120
New +$222K 0.2% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Fairhaven Wealth Management's AXP Position: Q1 2020 in Review

Fairhaven Wealth Management sold out of American Express (AXP) in Q1 2020, closing a stake of 2,289 shares — an estimated $285K sold.

Fairhaven Wealth Management first reported a position in AXP in Q4 2018 and held it in 5 quarters. The position peaked at $300K in Q2 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Fairhaven Wealth Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Fairhaven Wealth Management sold 2,289 American Express shares in Q1 2020, an estimated $285K.
  • Fairhaven Wealth Management first reported a position in American Express in Q4 2018 and held it in 5 quarters.
  • Fairhaven Wealth Management's American Express position peaked at $300K in Q2 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Fairhaven Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.