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PagnatoKarp Partners’s American Express AXP Stock Holding History

PagnatoKarp 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
Q2 		– Sell
-3,909
Closed -$335K – 15
2020
Q1 		$335K Sell
3,909
-380
-9% -$44.2K 0.08% 121
2019
Q4 		$534K Hold
4,289
– – 0.09% 102
2019
Q3 		$507K Buy
+4,289
New +$526K 0.1% 101

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

PagnatoKarp Partners's AXP Position: Q2 2020 in Review

PagnatoKarp Partners sold out of American Express (AXP) in Q2 2020, closing a stake of 3,909 shares — an estimated $335K sold.

PagnatoKarp Partners first reported a position in AXP in Q3 2019 and held it in 3 quarters. The position peaked at $534K in Q4 2019. 1,579 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • PagnatoKarp Partners reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
  • PagnatoKarp Partners sold 3,909 American Express shares in Q2 2020, an estimated $335K.
  • PagnatoKarp Partners first reported a position in American Express in Q3 2019 and held it in 3 quarters.
  • PagnatoKarp Partners's American Express position peaked at $534K in Q4 2019.
  • 1,579 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.