Iowa State Bank’s American Express AXP Stock Holding History

Iowa State Bank’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	-5,000	Closed	-$428K	–	111
2020 Q1	$428K	Hold	5,000	–	–	0.2%	86
2019 Q4	$622K	Hold	5,000	–	–	0.22%	85
2019 Q3	$591K	Buy	+5,000	New	+$613K	0.22%	81
2016 Q3	–	Sell	-19,438	Closed	-$1.18M	–	90
2016 Q2	$1.18M	Buy	19,438 +760	+4%	+$48.1K	0.64%	47
2016 Q1	$1.15M	Sell	18,678 -195	-1%	-$11.3K	0.65%	48
2015 Q4	$1.31M	Buy	18,873 +683	+4%	+$49.7K	0.78%	46
2015 Q3	$1.35M	Buy	18,190 +287	+2%	+$22.1K	0.92%	43
2015 Q2	$1.39M	Hold	17,903	–	–	0.88%	46
2015 Q1	$1.4M	Buy	17,903 +530	+3%	+$44K	0.89%	46
2014 Q4	$1.62M	Sell	17,373 -110	-0.6%	-$9.86K	1.02%	43
2014 Q3	$1.53M	Buy	17,483 +925	+6%	+$83.3K	1.02%	43
2014 Q2	$1.57M	Buy	16,558 +400	+2%	+$36.1K	1.06%	40
2014 Q1	$1.46M	Sell	16,158 -1,180	-7%	-$105K	1.04%	41
2013 Q4	$1.57M	Sell	17,338 -170	-1%	-$14K	1.15%	39
2013 Q3	$1.32M	Sell	17,508 -1,255	-7%	-$94.4K	1.04%	42
2013 Q2	$1.4M	Buy	+18,763	New	+$1.33M	1.16%	36

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

Iowa State Bank's AXP Position: Q2 2020 in Review

Iowa State Bank sold out of American Express (AXP) in Q2 2020, closing a stake of 5,000 shares — an estimated $428K sold.

Iowa State Bank first reported a position in AXP in Q2 2013 and held it in 16 quarters. The position peaked at $1.62M in Q4 2014. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

Iowa State Bank reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
Iowa State Bank sold 5,000 American Express shares in Q2 2020, an estimated $428K.
Iowa State Bank first reported a position in American Express in Q2 2013 and held it in 16 quarters.
Iowa State Bank's American Express position peaked at $1.62M in Q4 2014.
1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Iowa State Bank's 13F filing for Q2 2020, filed 16 Jul 2020.