Financial Gravity Companies’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$215K Buy
+2,089
New +$219K 0.2% 112
2018
Q1
$70K Buy
720
+647
+886% +$62.7K 0.07% 241
2017
Q4
$7K Buy
+73
New +$6.95K 0.01% 630

Other funds holding AXP

Financial Gravity Companies's AXP Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in American Express (AXP) in Q4 2018: 2,089 shares worth $215K. The stake represents 0.2% of the portfolio and ranks #112 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AXP as recently as Q1 2018.

Financial Gravity Companies first reported a position in AXP in Q4 2017 and has held it in 3 quarters since. 1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • Financial Gravity Companies held 2,089 shares of American Express worth $215K as of Q4 2018.
  • American Express was a new Financial Gravity Companies position in Q4 2018.
  • American Express made up 0.2% of Financial Gravity Companies's portfolio in Q4 2018, its #112 holding.
  • Financial Gravity Companies first reported a position in American Express in Q4 2017 and has held it in 3 quarters since.
  • 1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.