Gideon Capital Advisors’s American Express AXP Stock Holding History

Gideon Capital Advisors’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	-9,243	Closed	-$1.15M	–	21
2019 Q4	$1.15M	Buy	+9,243	New	+$1.1M	0.4%	102
2019 Q3	–	Sell	-8,124	Closed	-$1M	–	288
2019 Q2	$1M	Buy	8,124 +2,547	+46%	+$299K	0.35%	114
2019 Q1	$610K	Buy	5,577 +1,878	+51%	+$197K	0.22%	123
2018 Q4	$353K	Buy	+3,699	New	+$387K	0.14%	221
2015 Q3	–	Sell	-25,961	Closed	-$2.02M	–	218
2015 Q2	$2.02M	Buy	+25,961	New	+$2.06M	0.83%	26
2015 Q1	–	Sell	-23,426	Closed	-$2.18M	–	227
2014 Q4	$2.18M	Sell	23,426 -2,516	-10%	-$226K	1.03%	21
2014 Q3	$2.27M	Buy	25,942 +20,245	+355%	+$1.82M	0.88%	28
2014 Q2	$540K	Sell	5,697 -9,783	-63%	-$882K	0.2%	159
2014 Q1	$1.39M	Buy	15,480 +12,579	+434%	+$1.12M	0.77%	35
2013 Q4	$263K	Buy	+2,901	New	+$238K	0.16%	151

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

Gideon Capital Advisors's AXP Position: Q1 2020 in Review

Gideon Capital Advisors sold out of American Express (AXP) in Q1 2020, closing a stake of 9,243 shares — an estimated $1.15M sold.

Gideon Capital Advisors first reported a position in AXP in Q4 2013 and held it in 10 quarters. The position peaked at $2.27M in Q3 2014. 1,542 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

Gideon Capital Advisors reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 9,243 American Express shares in Q1 2020, an estimated $1.15M.
Gideon Capital Advisors first reported a position in American Express in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's American Express position peaked at $2.27M in Q3 2014.
1,542 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.