Glenview State Bank Trust Department’s American Express AXP Stock Holding History

Glenview State Bank Trust Department’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 Q2	$225K	Sell	1,358 -500	-27%	-$78.3K	0.07%	114
2021 Q1	$262K	Buy	1,858 +40	+2%	+$5.29K	0.09%	102
2020 Q4	$220K	Buy	+1,818	New	+$201K	0.08%	111
2020 Q1	–	Sell	-1,710	Closed	-$213K	–	101
2019 Q4	$213K	Sell	1,710 -80	-4%	-$9.56K	0.08%	104
2019 Q3	$212K	Sell	1,790 -100	-5%	-$12.3K	0.09%	108
2019 Q2	$233K	Buy	+1,890	New	+$222K	0.1%	97
2015 Q3	–	Sell	-4,375	Closed	-$340K	–	84
2015 Q2	$340K	Hold	4,375	–	–	0.21%	69
2015 Q1	$342K	Sell	4,375 -1,000	-19%	-$83.1K	0.21%	68
2014 Q4	$500K	Hold	5,375	–	–	0.3%	53
2014 Q3	$470K	Hold	5,375	–	–	0.29%	54
2014 Q2	$510K	Buy	5,375 +1,000	+23%	+$90.1K	0.31%	54
2014 Q1	$394K	Hold	4,375	–	–	0.24%	59
2013 Q4	$397K	Buy	+4,375	New	+$359K	0.25%	57

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Glenview State Bank Trust Department's AXP Position: Q2 2021 in Review

Glenview State Bank Trust Department reduced its American Express (AXP) stake by 27% in Q2 2021, selling an estimated $78.3K and leaving 1,358 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #114.

Glenview State Bank Trust Department first reported a position in AXP in Q4 2013 and has held it in 13 quarters since. The position peaked at $510K in Q2 2014. 1,844 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Glenview State Bank Trust Department held 1,358 shares of American Express worth $225K as of Q2 2021.
Glenview State Bank Trust Department sold 500 American Express shares in Q2 2021, an estimated $78.3K.
American Express made up 0.07% of Glenview State Bank Trust Department's portfolio in Q2 2021, its #114 holding.
Glenview State Bank Trust Department first reported a position in American Express in Q4 2013 and has held it in 13 quarters since.
Glenview State Bank Trust Department's American Express position peaked at $510K in Q2 2014.
1,844 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Glenview State Bank Trust Department's 13F filing for Q2 2021, filed 28 Jul 2021.