FLI
AXP icon

Family Legacy Inc’s American Express AXP Stock Holding History

Family Legacy Inc’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
-1,258
Closed -$120K – 112
2018
Q4 		$120K Sell
1,258
-50
-4% -$5.23K 0.11% 111
2018
Q3 		$139K Buy
1,308
+28
+2% +$2.91K 0.11% 110
2018
Q2 		$125K Buy
+1,280
New +$126K 0.11% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Family Legacy Inc's AXP Position: Q1 2019 in Review

Family Legacy Inc sold out of American Express (AXP) in Q1 2019, closing a stake of 1,258 shares — an estimated $120K sold.

Family Legacy Inc first reported a position in AXP in Q2 2018 and held it in 3 quarters. The position peaked at $139K in Q3 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Family Legacy Inc reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Family Legacy Inc sold 1,258 American Express shares in Q1 2019, an estimated $120K.
  • Family Legacy Inc first reported a position in American Express in Q2 2018 and held it in 3 quarters.
  • Family Legacy Inc's American Express position peaked at $139K in Q3 2018.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.