FundX Investment Group’s American Express AXP Stock Holding History

FundX Investment 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 Q1	–	Sell	-9,000	Closed	-$1.12M	–	36
2019 Q4	$1.12M	Hold	9,000	–	–	0.3%	35
2019 Q3	$1.06M	Hold	9,000	–	–	0.38%	23
2019 Q2	$1.11M	Hold	9,000	–	–	0.46%	24
2019 Q1	$984K	Hold	9,000	–	–	0.33%	31
2018 Q4	$858K	Hold	9,000	–	–	0.32%	34
2018 Q3	$958K	Hold	9,000	–	–	0.53%	21
2018 Q2	$882K	Hold	9,000	–	–	0.44%	22
2018 Q1	$840K	Hold	9,000	–	–	0.44%	19
2017 Q4	$894K	Hold	9,000	–	–	0.45%	24
2017 Q3	$814K	Hold	9,000	–	–	0.34%	20
2017 Q2	$758K	Hold	9,000	–	–	0.31%	24
2017 Q1	$712K	Hold	9,000	–	–	0.3%	32
2016 Q4	$667K	Hold	9,000	–	–	0.23%	31
2016 Q3	$576K	Buy	+9,000	New	+$578K	0.15%	36

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FundX Investment Group's AXP Position: Q1 2020 in Review

FundX Investment Group sold out of American Express (AXP) in Q1 2020, closing a stake of 9,000 shares — an estimated $1.12M sold.

FundX Investment Group first reported a position in AXP in Q3 2016 and held it in 14 quarters. The position peaked at $1.12M in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

FundX Investment Group reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 9,000 American Express shares in Q1 2020, an estimated $1.12M.
FundX Investment Group first reported a position in American Express in Q3 2016 and held it in 14 quarters.
FundX Investment Group's American Express position peaked at $1.12M in Q4 2019.
1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.