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Huber Financial Advisors’s American Express AXP Stock Holding History

Huber Financial 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 		$228K Hold
2,665
– – 0.09% 103
2019
Q4 		$332K Sell
2,665
-100
-4% -$12K 0.12% 90
2019
Q3 		$327K Buy
2,765
+100
+4% +$12.3K 0.13% 88
2019
Q2 		$329K Hold
2,665
– – 0.14% 85
2019
Q1 		$291K Buy
+2,665
New +$280K 0.14% 89

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Huber Financial Advisors's AXP Position: Q1 2020 in Review

Huber Financial Advisors held its American Express (AXP) position steady in Q1 2020 at 2,665 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #103.

Huber Financial Advisors first reported a position in AXP in Q1 2019 and has held it in 5 quarters since. The position peaked at $332K in Q4 2019. 1,542 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Huber Financial Advisors held 2,665 shares of American Express worth $228K as of Q1 2020.
  • Huber Financial Advisors left its American Express share count unchanged in Q1 2020.
  • American Express made up 0.09% of Huber Financial Advisors's portfolio in Q1 2020, its #103 holding.
  • Huber Financial Advisors first reported a position in American Express in Q1 2019 and has held it in 5 quarters since.
  • Huber Financial Advisors's American Express position peaked at $332K in Q4 2019.
  • 1,542 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.