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JBJ Investment Partners’s American Express AXP Stock Holding History

JBJ Investment Partners’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
Q2 		– Sell
-60
Closed -$7K – 64
2019
Q1 		$7K Buy
+60
New +$6.3K ﹤0.01% 192

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BlackRock
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JBJ Investment Partners's AXP Position: Q2 2019 in Review

JBJ Investment Partners sold out of American Express (AXP) in Q2 2019, closing a stake of 60 shares — an estimated $7K sold.

JBJ Investment Partners first reported a position in AXP in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • JBJ Investment Partners reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
  • JBJ Investment Partners sold 60 American Express shares in Q2 2019, an estimated $7K.
  • JBJ Investment Partners first reported a position in American Express in Q1 2019 and held it in 1 quarter.
  • JBJ Investment Partners's American Express position peaked at $7K in Q1 2019.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.