MPS Loria Financial Planners’s American Express AXP Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-262	Closed	-$37K	–	138
2021 Q1	$37K	Hold	262	–	–	0.02%	187
2020 Q4	$31K	Buy	262 +62	+31%	+$6.87K	0.01%	196
2020 Q3	$20K	Hold	200	–	–	0.01%	198
2020 Q2	$19K	Buy	+200	New	+$18.4K	0.01%	204
2017 Q3	–	Sell	-205	Closed	-$18K	–	100
2017 Q2	$18K	Buy	+205	New	+$16.2K	0.01%	235

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

MPS Loria Financial Planners's AXP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of American Express (AXP) in Q2 2021, closing a stake of 262 shares — an estimated $37K sold.

MPS Loria Financial Planners first reported a position in AXP in Q2 2017 and held it in 5 quarters. The position peaked at $37K in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

MPS Loria Financial Planners reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 262 American Express shares in Q2 2021, an estimated $37K.
MPS Loria Financial Planners first reported a position in American Express in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's American Express position peaked at $37K in Q1 2021.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.