Fulcrum Equity Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,100
Closed -$230K 84
2019
Q1
$230K Hold
2,100
0.08% 94
2018
Q4
$200K Buy
+2,100
New +$220K 0.07% 79

Other funds holding AXP

Fulcrum Equity Management's AXP Position: Q2 2019 in Review

Fulcrum Equity Management sold out of American Express (AXP) in Q2 2019, closing a stake of 2,100 shares — an estimated $230K sold.

Fulcrum Equity Management first reported a position in AXP in Q4 2018 and held it in 2 quarters. The position peaked at $230K in Q1 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • Fulcrum Equity Management reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,100 American Express shares in Q2 2019, an estimated $230K.
  • Fulcrum Equity Management first reported a position in American Express in Q4 2018 and held it in 2 quarters.
  • Fulcrum Equity Management's American Express position peaked at $230K in Q1 2019.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Fulcrum Equity Management's 13F filing for Q2 2019, filed 12 Aug 2019.