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Jeppson Wealth Management’s American Express AXP Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-61
Closed -$6K – 156
2020
Q3 		$6K Buy
+61
New +$6K ﹤0.01% 434

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's AXP Position: Q4 2020 in Review

Jeppson Wealth Management sold out of American Express (AXP) in Q4 2020, closing a stake of 61 shares — an estimated $6K sold.

Jeppson Wealth Management first reported a position in AXP in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 1,722 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Jeppson Wealth Management reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 61 American Express shares in Q4 2020, an estimated $6K.
  • Jeppson Wealth Management first reported a position in American Express in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's American Express position peaked at $6K in Q3 2020.
  • 1,722 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.