FormulaFolio Investments’s American Express AXP Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-7,969	Closed	-$964K	–	488
2020 Q4	$964K	Sell	7,969 -258	-3%	-$28.6K	0.02%	323
2020 Q3	$825K	Buy	8,227 +5,323	+183%	+$524K	0.03%	164
2020 Q2	$276K	Buy	+2,904	New	+$267K	0.01%	245
2020 Q1	–	Sell	-1,673	Closed	-$208K	–	289
2019 Q4	$208K	Buy	+1,673	New	+$200K	0.01%	348
2018 Q3	–	Sell	-6,703	Closed	-$657K	–	317
2018 Q2	$657K	Buy	+6,703	New	+$659K	0.03%	176

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's AXP Position: Q1 2021 in Review

FormulaFolio Investments sold out of American Express (AXP) in Q1 2021, closing a stake of 7,969 shares — an estimated $964K sold.

FormulaFolio Investments first reported a position in AXP in Q2 2018 and held it in 5 quarters. The position peaked at $964K in Q4 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

FormulaFolio Investments reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 7,969 American Express shares in Q1 2021, an estimated $964K.
FormulaFolio Investments first reported a position in American Express in Q2 2018 and held it in 5 quarters.
FormulaFolio Investments's American Express position peaked at $964K in Q4 2020.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.