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Price Wealth’s American Express AXP Stock Holding History

Price 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
Q3 		$24K Buy
243
+115
+90% +$11.3K 0.01% 174
2020
Q2 		$12K Buy
+128
New +$11.8K ﹤0.01% 154
2018
Q3 		– Sell
-281
Closed -$28K – 181
2018
Q2 		$28K Buy
+281
New +$27.6K 0.01% 161

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Price Wealth's AXP Position: Q3 2020 in Review

Price Wealth increased its American Express (AXP) stake by 90% in Q3 2020, buying an estimated $11.3K and bringing the position to 243 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #174.

Price Wealth first reported a position in AXP in Q2 2018 and has held it in 3 quarters since. The position peaked at $28K in Q2 2018. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Price Wealth held 243 shares of American Express worth $24K as of Q3 2020.
  • Price Wealth bought 115 American Express shares in Q3 2020, an estimated $11.3K.
  • American Express made up 0.01% of Price Wealth's portfolio in Q3 2020, its #174 holding.
  • Price Wealth first reported a position in American Express in Q2 2018 and has held it in 3 quarters since.
  • Price Wealth's American Express position peaked at $28K in Q2 2018.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.