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Point View Wealth Management’s American Express AXP Stock Holding History

Point View 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
2020
Q4 		$692K Sell
5,725
-332
-5% -$36.8K 0.28% 118
2020
Q3 		$607K Sell
6,057
-90
-1% -$8.85K 0.29% 115
2020
Q2 		$585K Buy
6,147
+378
+7% +$34.8K 0.28% 114
2020
Q1 		$494K Buy
5,769
+2,004
+53% +$233K 0.27% 121
2019
Q4 		$469K Buy
3,765
+36
+1% +$4.3K 0.19% 159
2019
Q3 		$441K Sell
3,729
-2,207
-37% -$271K 0.2% 156
2019
Q2 		$733K Sell
5,936
-126
-2% -$14.8K 0.31% 110
2019
Q1 		$663K Sell
6,062
-1
-0% -$105 0.29% 119
2018
Q4 		$578K Sell
6,063
-16
-0.3% -$1.67K 0.29% 116
2018
Q3 		$647K Sell
6,079
-16
-0.3% -$1.66K 0.29% 123
2018
Q2 		$597K Hold
6,095
– – 0.28% 126
2018
Q1 		$569K Buy
6,095
+53
+0.9% +$5.13K 0.27% 126
2017
Q4 		$600K Sell
6,042
-333
-5% -$31.7K 0.28% 129
2017
Q3 		$577K Sell
6,375
-921
-13% -$79.2K 0.28% 130
2017
Q2 		$615K Sell
7,296
-44
-0.6% -$3.48K 0.3% 121
2017
Q1 		$581K Buy
7,340
+512
+7% +$40K 0.3% 119
2016
Q4 		$506K Sell
6,828
-963
-12% -$66.7K 0.29% 121
2016
Q3 		$499K Sell
7,791
-794
-9% -$51K 0.3% 120
2016
Q2 		$522K Buy
8,585
+2,303
+37% +$146K 0.32% 114
2016
Q1 		$386K Buy
+6,282
New +$365K 0.25% 132

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

Point View Wealth Management's AXP Position: Q4 2020 in Review

Point View Wealth Management reduced its American Express (AXP) stake by 5.5% in Q4 2020, selling an estimated $36.8K and leaving 5,725 shares worth $692K. The position accounts for 0.28% of the portfolio, ranked #118.

Point View Wealth Management first reported a position in AXP in Q1 2016 and has held it in 20 quarters since. The position peaked at $733K in Q2 2019. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Point View Wealth Management held 5,725 shares of American Express worth $692K as of Q4 2020.
  • Point View Wealth Management sold 332 American Express shares in Q4 2020, an estimated $36.8K.
  • American Express made up 0.28% of Point View Wealth Management's portfolio in Q4 2020, its #118 holding.
  • Point View Wealth Management first reported a position in American Express in Q1 2016 and has held it in 20 quarters since.
  • Point View Wealth Management's American Express position peaked at $733K in Q2 2019.
  • 1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.