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Mosaic Family Wealth’s American Express AXP Stock Holding History

Mosaic Family Wealth’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
-1,760
Closed -$219K – 134
2019
Q4 		$219K Sell
1,760
-1,108
-39% -$132K 0.09% 140
2019
Q3 		$339K Buy
2,868
+79
+3% +$9.69K 0.14% 109
2019
Q2 		$344K Buy
2,789
+550
+25% +$64.6K 0.14% 107
2019
Q1 		$245K Hold
2,239
– – 0.1% 137
2018
Q4 		$213K Buy
2,239
+11
+0.5% +$1.15K 0.09% 142
2018
Q3 		$240K Buy
2,228
+794
+55% +$82.6K 0.1% 135
2018
Q2 		$141K Buy
1,434
+108
+8% +$10.6K 0.05% 193
2018
Q1 		$124K Buy
1,326
+155
+13% +$15K 0.05% 202
2017
Q4 		$116K Sell
1,171
-2,267
-66% -$216K 0.04% 216
2017
Q3 		$311K Sell
3,438
-43
-1% -$3.7K 0.12% 136
2017
Q2 		$293K Sell
3,481
-3,471
-50% -$275K 0.12% 135
2017
Q1 		$550K Buy
6,952
+3,683
+113% +$288K 0.24% 75
2016
Q4 		$242K Sell
3,269
-6,431
-66% -$445K 0.11% 148
2016
Q3 		$621K Sell
9,700
-357
-4% -$22.9K 0.29% 70
2016
Q2 		$612K Buy
10,057
+1,218
+14% +$77.2K 0.3% 63
2016
Q1 		$542K Buy
8,839
+103
+1% +$5.99K 0.26% 72
2015
Q4 		$607K Buy
+8,736
New +$636K 0.27% 71

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

Mosaic Family Wealth's AXP Position: Q1 2020 in Review

Mosaic Family Wealth sold out of American Express (AXP) in Q1 2020, closing a stake of 1,760 shares — an estimated $219K sold.

Mosaic Family Wealth first reported a position in AXP in Q4 2015 and held it in 17 quarters. The position peaked at $621K in Q3 2016. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Mosaic Family Wealth reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,760 American Express shares in Q1 2020, an estimated $219K.
  • Mosaic Family Wealth first reported a position in American Express in Q4 2015 and held it in 17 quarters.
  • Mosaic Family Wealth's American Express position peaked at $621K in Q3 2016.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Mosaic Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.