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Pasadena Private Wealth’s American Express AXP Stock Holding History

Pasadena Private Wealth’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
-5,800
Closed -$5K – 85
2020
Q3 		$5K Buy
5,800
+2,800
+93% +$275K ﹤0.01% 76
2020
Q2 		$7K Buy
+3,000
New +$276K ﹤0.01% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pasadena Private Wealth's AXP Position: Q4 2020 in Review

Pasadena Private Wealth sold out of American Express (AXP) in Q4 2020, closing a stake of 2,053 shares — an estimated $206K sold.

Pasadena Private Wealth first reported a position in AXP in Q3 2019 and held it in 4 quarters. The position peaked at $251K in Q4 2019. 1,724 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Pasadena Private Wealth reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 2,053 American Express shares in Q4 2020, an estimated $206K.
  • Pasadena Private Wealth first reported a position in American Express in Q3 2019 and held it in 4 quarters.
  • Pasadena Private Wealth's American Express position peaked at $251K in Q4 2019.
  • 1,724 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Pasadena Private Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.