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Lucia Wealth Services’s American Express AXP Stock Holding History

Lucia Wealth Services’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
-17,715
Closed -$2.21M – 193
2019
Q4 		$2.21M Sell
17,715
-334
-2% -$39.9K 0.68% 28
2019
Q3 		$2.13M Buy
18,049
+6,772
+60% +$830K 0.71% 31
2019
Q2 		$1.39M Sell
11,277
-2,534
-18% -$298K 0.48% 43
2019
Q1 		$1.51M Buy
13,811
+1,838
+15% +$193K 0.52% 43
2018
Q4 		$1.14M Sell
11,973
-7,013
-37% -$734K 0.54% 43
2018
Q3 		$2.02M Sell
18,986
-1,498
-7% -$156K 0.63% 35
2018
Q2 		$2.01M Buy
+20,484
New +$2.01M 0.88% 28

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

Lucia Wealth Services's AXP Position: Q1 2020 in Review

Lucia Wealth Services sold out of American Express (AXP) in Q1 2020, closing a stake of 17,715 shares — an estimated $2.21M sold.

Lucia Wealth Services first reported a position in AXP in Q2 2018 and held it in 7 quarters. The position peaked at $2.21M in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Lucia Wealth Services reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 17,715 American Express shares in Q1 2020, an estimated $2.21M.
  • Lucia Wealth Services first reported a position in American Express in Q2 2018 and held it in 7 quarters.
  • Lucia Wealth Services's American Express position peaked at $2.21M in Q4 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.