Fusion Family Wealth’s American Express AXP Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-1,521	Closed	-$145K	–	160
2018 Q4	$145K	Sell	1,521 -49	-3%	-$5.13K	0.04%	71
2018 Q3	$167K	Hold	1,570	–	–	0.04%	65
2018 Q2	$154K	Buy	1,570 +49	+3%	+$4.82K	0.04%	71
2018 Q1	$142K	Buy	1,521 +52	+4%	+$5.04K	0.05%	65
2017 Q4	$146K	Buy	+1,469	New	+$140K	0.04%	84
2017 Q3	–	Sell	-1,752	Closed	-$148K	–	232
2017 Q2	$148K	Sell	1,752 -13	-0.7%	-$1.03K	0.05%	82
2017 Q1	$140K	Sell	1,765 -412	-19%	-$32.2K	0.05%	82
2016 Q4	$167K	Buy	+2,177	New	+$151K	0.1%	74

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Fusion Family Wealth's AXP Position: Q1 2019 in Review

Fusion Family Wealth sold out of American Express (AXP) in Q1 2019, closing a stake of 1,521 shares — an estimated $145K sold.

Fusion Family Wealth first reported a position in AXP in Q4 2016 and held it in 8 quarters. The position peaked at $167K in Q3 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

Fusion Family Wealth reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 1,521 American Express shares in Q1 2019, an estimated $145K.
Fusion Family Wealth first reported a position in American Express in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's American Express position peaked at $167K in Q3 2018.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.