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Kopp Investment Advisors’s American Express AXP Stock Holding History

Kopp Investment 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
2019
Q3 		$543K Sell
4,588
-323
-7% -$39.6K 1% 27
2019
Q2 		$606K Sell
4,911
-3,200
-39% -$376K 0.69% 26
2019
Q1 		$887K Buy
8,111
+14
+0.2% +$1.47K 0.72% 30
2018
Q4 		$772K Sell
8,097
-224
-3% -$23.4K 0.75% 32
2018
Q3 		$886K Sell
8,321
-150
-2% -$15.6K 0.75% 32
2018
Q2 		$830K Buy
8,471
+10
+0.1% +$983 0.78% 37
2018
Q1 		$789K Sell
8,461
-318
-4% -$30.8K 0.8% 41
2017
Q4 		$872K Sell
8,779
-210
-2% -$20K 0.87% 39
2017
Q3 		$813K Sell
8,989
-195
-2% -$16.8K 0.75% 39
2017
Q2 		$774K Buy
9,184
+314
+4% +$24.8K 0.69% 39
2017
Q1 		$702K Sell
8,870
-338
-4% -$26.4K 0.69% 43
2016
Q4 		$682K Sell
9,208
-548
-6% -$37.9K 0.72% 45
2016
Q3 		$625K Sell
9,756
-1,530
-14% -$98.3K 0.62% 49
2016
Q2 		$686K Sell
11,286
-250
-2% -$15.8K 0.36% 50
2016
Q1 		$708K Buy
11,536
+12
+0.1% +$698 0.39% 51
2015
Q4 		$801K Hold
11,524
– – 0.39% 45
2015
Q3 		$854K Sell
11,524
-47
-0.4% -$3.62K 0.46% 39
2015
Q2 		$899K Buy
11,571
+550
+5% +$43.6K 0.4% 43
2015
Q1 		$861K Sell
11,021
-36
-0.3% -$2.99K 0.38% 50
2014
Q4 		$1.03M Sell
11,057
-465
-4% -$41.7K 0.49% 38
2014
Q3 		$1.01M Sell
11,522
-375
-3% -$33.8K 0.5% 39
2014
Q2 		$1.13M Sell
11,897
-410
-3% -$37K 0.52% 39
2014
Q1 		$1.11M Sell
12,307
-55
-0.4% -$4.91K 0.46% 39
2013
Q4 		$1.12M Sell
12,362
-445
-3% -$36.6K 0.51% 35
2013
Q3 		$967K Sell
12,807
-145
-1% -$10.9K 0.36% 52
2013
Q2 		$968K Buy
+12,952
New +$921K 0.38% 51

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kopp Investment Advisors's AXP Position: Q3 2019 in Review

Kopp Investment Advisors reduced its American Express (AXP) stake by 6.6% in Q3 2019, selling an estimated $39.6K and leaving 4,588 shares worth $543K. The position accounts for 1% of the portfolio, ranked #27.

Kopp Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.13M in Q2 2014. 1,580 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

  • Kopp Investment Advisors held 4,588 shares of American Express worth $543K as of Q3 2019.
  • Kopp Investment Advisors sold 323 American Express shares in Q3 2019, an estimated $39.6K.
  • American Express made up 1% of Kopp Investment Advisors's portfolio in Q3 2019, its #27 holding.
  • Kopp Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 26 quarters since.
  • Kopp Investment Advisors's American Express position peaked at $1.13M in Q2 2014.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.