New England Guild Wealth Advisors’s American Express AXP Stock Holding History

New England Guild Wealth Advisors’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	-2,449	Closed	-$296K	–	70
2020 Q4	$296K	Hold	2,449	–	–	0.18%	47
2020 Q3	$246K	Sell	2,449 -450	-16%	-$44.3K	0.17%	44
2020 Q2	$276K	Buy	2,899 +450	+18%	+$41.4K	0.2%	44
2020 Q1	$210K	Hold	2,449	–	–	0.19%	47
2019 Q4	$305K	Hold	2,449	–	–	0.22%	48
2019 Q3	$290K	Hold	2,449	–	–	0.21%	47
2019 Q2	$302K	Hold	2,449	–	–	0.22%	46
2019 Q1	$268K	Hold	2,449	–	–	0.2%	46
2018 Q4	$233K	Hold	2,449	–	–	0.2%	46
2018 Q3	$261K	Hold	2,449	–	–	0.24%	48
2018 Q2	$240K	Hold	2,449	–	–	0.22%	49
2018 Q1	$228K	Hold	2,449	–	–	0.22%	48
2017 Q4	$243K	Buy	+2,449	New	+$233K	0.23%	48

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

New England Guild Wealth Advisors's AXP Position: Q1 2021 in Review

New England Guild Wealth Advisors sold out of American Express (AXP) in Q1 2021, closing a stake of 2,449 shares — an estimated $296K sold.

New England Guild Wealth Advisors first reported a position in AXP in Q4 2017 and held it in 13 quarters. The position peaked at $305K in Q4 2019. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

New England Guild Wealth Advisors reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
New England Guild Wealth Advisors sold 2,449 American Express shares in Q1 2021, an estimated $296K.
New England Guild Wealth Advisors first reported a position in American Express in Q4 2017 and held it in 13 quarters.
New England Guild Wealth Advisors's American Express position peaked at $305K in Q4 2019.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on New England Guild Wealth Advisors's 13F filing for Q1 2021, filed 8 Apr 2021.