Lountzis Asset Management’s American Express AXP Stock Holding History

Lountzis Asset 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
2021 Q1	–	Sell	-96	Closed	-$12K	–	78
2020 Q4	$12K	Hold	96	–	–	0.01%	68
2020 Q3	$10K	Hold	96	–	–	0.01%	60
2020 Q2	$9K	Buy	+96	New	+$8.84K	0.01%	61

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lountzis Asset Management's AXP Position: Q1 2021 in Review

Lountzis Asset Management sold out of American Express (AXP) in Q1 2021, closing a stake of 96 shares — an estimated $12K sold.

Lountzis Asset Management first reported a position in AXP in Q2 2020 and held it in 3 quarters. The position peaked at $12K in Q4 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

Lountzis Asset Management reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
Lountzis Asset Management sold 96 American Express shares in Q1 2021, an estimated $12K.
Lountzis Asset Management first reported a position in American Express in Q2 2020 and held it in 3 quarters.
Lountzis Asset Management's American Express position peaked at $12K in Q4 2020.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Lountzis Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.