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Lake Point Wealth Management’s American Express AXP Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-2,104
Closed -$201K – 679
2018
Q4 		$201K Buy
+2,104
New +$220K 0.08% 150

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lake Point Wealth Management's AXP Position: Q1 2019 in Review

Lake Point Wealth Management sold out of American Express (AXP) in Q1 2019, closing a stake of 2,104 shares — an estimated $201K sold.

Lake Point Wealth Management first reported a position in AXP in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Lake Point Wealth Management reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 2,104 American Express shares in Q1 2019, an estimated $201K.
  • Lake Point Wealth Management first reported a position in American Express in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's American Express position peaked at $201K in Q4 2018.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.