Guidant Wealth Advisors’s American Express AXP Stock Holding History

Guidant Wealth 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
2019 Q3	$24K	Hold	200	–	–	0.01%	212
2019 Q2	$25K	Hold	200	–	–	0.01%	211
2019 Q1	$22K	Hold	200	–	–	0.01%	218
2018 Q4	$19K	Sell	200 -17	-8%	-$1.78K	0.01%	170
2018 Q3	$23K	Hold	217	–	–	0.01%	114
2018 Q2	$21K	Buy	217 +5	+2%	+$491	0.01%	112
2018 Q1	$19K	Buy	212 +12	+6%	+$1.16K	0.01%	119
2017 Q4	$20K	Buy	+200	New	+$19K	0.01%	114

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guidant Wealth Advisors's AXP Position: Q3 2019 in Review

Guidant Wealth Advisors held its American Express (AXP) position steady in Q3 2019 at 200 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #212.

Guidant Wealth Advisors first reported a position in AXP in Q4 2017 and has held it in 8 quarters since. The position peaked at $25K in Q2 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

Guidant Wealth Advisors held 200 shares of American Express worth $24K as of Q3 2019.
Guidant Wealth Advisors left its American Express share count unchanged in Q3 2019.
American Express made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #212 holding.
Guidant Wealth Advisors first reported a position in American Express in Q4 2017 and has held it in 8 quarters since.
Guidant Wealth Advisors's American Express position peaked at $25K in Q2 2019.
1,580 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.