Northstar Wealth Partners’s American Express AXP Stock Holding History

Northstar Wealth Partners’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 Q3	–	Sell	-2,110	Closed	-$200K	–	146
2020 Q2	$200K	Buy	+2,110	New	+$194K	0.08%	175
2020 Q1	–	Sell	-2,130	Closed	-$265K	–	163
2019 Q4	$265K	Sell	2,130 -20	-0.9%	-$2.39K	0.11%	156
2019 Q3	$254K	Hold	2,150	–	–	0.11%	154
2019 Q2	$265K	Sell	2,150 -1,172	-35%	-$138K	0.12%	154
2019 Q1	$363K	Buy	3,322 +4	+0.1%	+$420	0.17%	125
2018 Q4	$316K	Buy	3,318 +4	+0.1%	+$419	0.17%	130
2018 Q3	$352K	Buy	3,314 +61	+2%	+$6.34K	0.17%	124
2018 Q2	$318K	Buy	3,253 +4	+0.1%	+$393	0.16%	143
2018 Q1	$303K	Buy	3,249 +29	+0.9%	+$2.81K	0.15%	151
2017 Q4	$323K	Buy	+3,220	New	+$307K	0.29%	94

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Northstar Wealth Partners's AXP Position: Q3 2020 in Review

Northstar Wealth Partners sold out of American Express (AXP) in Q3 2020, closing a stake of 2,110 shares — an estimated $200K sold.

Northstar Wealth Partners first reported a position in AXP in Q4 2017 and held it in 10 quarters. The position peaked at $363K in Q1 2019. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Northstar Wealth Partners reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 2,110 American Express shares in Q3 2020, an estimated $200K.
Northstar Wealth Partners first reported a position in American Express in Q4 2017 and held it in 10 quarters.
Northstar Wealth Partners's American Express position peaked at $363K in Q1 2019.
1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.