Global Financial Private Capital’s American Express AXP Stock Holding History

Global Financial Private Capital’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 Q2	$1.92M	Buy	20,185 +783	+4%	+$72.1K	0.12%	154
2020 Q1	$1.67M	Sell	19,402 -2,581	-12%	-$300K	0.11%	167
2019 Q4	$2.74M	Sell	21,983 -1,400	-6%	-$167K	0.14%	156
2019 Q3	$2.77M	Sell	23,383 -838	-3%	-$103K	0.14%	149
2019 Q2	$2.99M	Sell	24,221 -4,305	-15%	-$506K	0.14%	152
2019 Q1	$3.12M	Buy	28,526 +76	+0.3%	+$7.99K	0.15%	143
2018 Q4	$2.71M	Sell	28,450 -11,960	-30%	-$1.25M	0.15%	145
2018 Q3	$4.3M	Sell	40,410 -2,735	-6%	-$284K	0.15%	127
2018 Q2	$4.23M	Buy	43,145 +39,973	+1,260%	+$3.93M	0.14%	121
2018 Q1	$296K	Buy	+3,172	New	+$307K	0.01%	446
2017 Q4	–	Sell	-3,150	Closed	-$285K	–	524
2017 Q3	$285K	Buy	+3,150	New	+$271K	0.01%	408

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

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Global Financial Private Capital's AXP Position: Q2 2020 in Review

Global Financial Private Capital increased its American Express (AXP) stake by 4% in Q2 2020, buying an estimated $72.1K and bringing the position to 20,185 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #154.

Global Financial Private Capital first reported a position in AXP in Q3 2017 and has held it in 11 quarters since. The position peaked at $4.3M in Q3 2018. 1,579 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Global Financial Private Capital held 20,185 shares of American Express worth $1.92M as of Q2 2020.
Global Financial Private Capital bought 783 American Express shares in Q2 2020, an estimated $72.1K.
American Express made up 0.12% of Global Financial Private Capital's portfolio in Q2 2020, its #154 holding.
Global Financial Private Capital first reported a position in American Express in Q3 2017 and has held it in 11 quarters since.
Global Financial Private Capital's American Express position peaked at $4.3M in Q3 2018.
1,579 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.