FEG
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Financial Enhancement Group’s American Express AXP Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-236
Closed -$20K – 245
2020
Q1 		$20K Hold
236
– – 0.01% 166
2019
Q4 		$29K Hold
236
– – 0.01% 146
2019
Q3 		$28K Hold
236
– – 0.01% 152
2019
Q2 		$29K Hold
236
– – 0.01% 143
2019
Q1 		$26K Buy
+236
New +$24.8K 0.01% 162

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Financial Enhancement Group's AXP Position: Q2 2020 in Review

Financial Enhancement Group sold out of American Express (AXP) in Q2 2020, closing a stake of 236 shares — an estimated $20K sold.

Financial Enhancement Group first reported a position in AXP in Q1 2019 and held it in 5 quarters. The position peaked at $29K in Q4 2019. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • Financial Enhancement Group reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 236 American Express shares in Q2 2020, an estimated $20K.
  • Financial Enhancement Group first reported a position in American Express in Q1 2019 and held it in 5 quarters.
  • Financial Enhancement Group's American Express position peaked at $29K in Q4 2019.
  • 1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.