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Kalos Management’s American Express AXP Stock Holding History

Kalos 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
Q1 		– Sell
-2,095
Closed -$260K – 206
2019
Q4 		$260K Buy
2,095
+42
+2% +$5.02K 0.09% 165
2019
Q3 		$242K Sell
2,053
-102
-5% -$12.5K 0.1% 162
2019
Q2 		$266K Buy
+2,155
New +$253K 0.12% 159
2015
Q4 		– Hold
0
– – – 386

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

Kalos Management's AXP Position: Q1 2020 in Review

Kalos Management sold out of American Express (AXP) in Q1 2020, closing a stake of 2,095 shares — an estimated $260K sold.

Kalos Management first reported a position in AXP in Q2 2019 and held it in 3 quarters. The position peaked at $266K in Q2 2019. 1,542 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Kalos Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Kalos Management sold 2,095 American Express shares in Q1 2020, an estimated $260K.
  • Kalos Management first reported a position in American Express in Q2 2019 and held it in 3 quarters.
  • Kalos Management's American Express position peaked at $266K in Q2 2019.
  • 1,542 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Kalos Management's 13F filing for Q1 2020, filed 13 May 2020.