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Nicola Wealth Management’s American Express AXP Stock Holding History

Nicola Wealth 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
-25,400
Closed -$3.07M – 113
2020
Q4 		$3.07M Sell
25,400
-122,000
-83% -$13.5M 0.38% 79
2020
Q3 		$14.8M Buy
147,400
+21,000
+17% +$2.07M 2.1% 7
2020
Q2 		$12M Buy
+126,400
New +$11.6M 1.67% 18

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nicola Wealth Management's AXP Position: Q1 2021 in Review

Nicola Wealth Management sold out of American Express (AXP) in Q1 2021, closing a stake of 25,400 shares — an estimated $3.07M sold.

Nicola Wealth Management first reported a position in AXP in Q2 2020 and held it in 3 quarters. The position peaked at $14.8M in Q3 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • Nicola Wealth Management reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • Nicola Wealth Management sold 25,400 American Express shares in Q1 2021, an estimated $3.07M.
  • Nicola Wealth Management first reported a position in American Express in Q2 2020 and held it in 3 quarters.
  • Nicola Wealth Management's American Express position peaked at $14.8M in Q3 2020.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Nicola Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.