Hayden Royal’s American Express AXP Stock Holding History

Hayden Royal’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	–	Sell	-2,346	Closed	-$201K	–	177
2020 Q1	$201K	Sell	2,346 -430	-15%	-$50K	0.12%	201
2019 Q4	$376K	Buy	+2,776	New	+$332K	0.19%	127
2019 Q1	–	Sell	-7,048	Closed	-$672K	–	127
2018 Q4	$672K	Buy	+7,048	New	+$737K	0.34%	67

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

Hayden Royal's AXP Position: Q2 2020 in Review

Hayden Royal sold out of American Express (AXP) in Q2 2020, closing a stake of 2,346 shares — an estimated $201K sold.

Hayden Royal first reported a position in AXP in Q4 2018 and held it in 3 quarters. The position peaked at $672K in Q4 2018. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Hayden Royal reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Hayden Royal sold 2,346 American Express shares in Q2 2020, an estimated $201K.
Hayden Royal first reported a position in American Express in Q4 2018 and held it in 3 quarters.
Hayden Royal's American Express position peaked at $672K in Q4 2018.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.