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JOYN Advisors’s American Express AXP Stock Holding History

JOYN 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 		– Sell
-2,453
Closed -$305K – 112
2019
Q4 		$305K Sell
2,453
-133
-5% -$15.9K 0.07% 78
2019
Q3 		$306K Buy
2,586
+53
+2% +$6.5K 0.07% 76
2019
Q2 		$306K Buy
2,533
+27
+1% +$3.17K 0.07% 82
2019
Q1 		$274K Sell
2,506
-286
-10% -$30.1K 0.06% 78
2018
Q4 		$266K Sell
2,792
-499
-15% -$52.2K 0.06% 86
2018
Q3 		$350K Sell
3,291
-198
-6% -$20.6K 0.07% 78
2018
Q2 		$342K Sell
3,489
-1,574
-31% -$155K 0.07% 79
2018
Q1 		$472K Sell
5,063
-3,855
-43% -$373K 0.1% 71
2017
Q4 		$886K Buy
+8,918
New +$849K 0.19% 48

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 $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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

JOYN Advisors's AXP Position: Q1 2020 in Review

JOYN Advisors sold out of American Express (AXP) in Q1 2020, closing a stake of 2,453 shares — an estimated $305K sold.

JOYN Advisors first reported a position in AXP in Q4 2017 and held it in 9 quarters. The position peaked at $886K in Q4 2017. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • JOYN Advisors reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 2,453 American Express shares in Q1 2020, an estimated $305K.
  • JOYN Advisors first reported a position in American Express in Q4 2017 and held it in 9 quarters.
  • JOYN Advisors's American Express position peaked at $886K in Q4 2017.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.