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Paces Ferry Wealth Advisors’s American Express AXP Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-340
Closed -$34K – 205
2020
Q3 		$34K Buy
+340
New +$33.4K 0.03% 259

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

Paces Ferry Wealth Advisors's AXP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of American Express (AXP) in Q4 2020, closing a stake of 340 shares — an estimated $34K sold.

Paces Ferry Wealth Advisors first reported a position in AXP in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 340 American Express shares in Q4 2020, an estimated $34K.
  • Paces Ferry Wealth Advisors first reported a position in American Express in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's American Express position peaked at $34K in Q3 2020.
  • 1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.