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Private Vista’s American Express AXP Stock Holding History

Private Vista’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
Q1 		– Sell
-2,229
Closed -$278K – 140
2019
Q4 		$278K Sell
2,229
-299
-12% -$35.7K 0.07% 116
2019
Q3 		$299K Buy
2,528
+300
+13% +$36.8K 0.08% 111
2019
Q2 		$276K Buy
2,228
+175
+9% +$20.6K 0.07% 125
2019
Q1 		$224K Sell
2,053
-135
-6% -$14.2K 0.06% 135
2018
Q4 		$208K Hold
2,188
– – 0.05% 140
2018
Q3 		$233K Hold
2,188
– – 0.05% 136
2018
Q2 		$214K Sell
2,188
-22
-1% -$2.16K 0.05% 141
2018
Q1 		$206K Buy
+2,210
New +$214K 0.06% 131

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Private Vista's AXP Position: Q1 2020 in Review

Private Vista sold out of American Express (AXP) in Q1 2020, closing a stake of 2,229 shares — an estimated $278K sold.

Private Vista first reported a position in AXP in Q1 2018 and held it in 8 quarters. The position peaked at $299K in Q3 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Private Vista reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Private Vista sold 2,229 American Express shares in Q1 2020, an estimated $278K.
  • Private Vista first reported a position in American Express in Q1 2018 and held it in 8 quarters.
  • Private Vista's American Express position peaked at $299K in Q3 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Private Vista's 13F filing for Q1 2020, filed 4 May 2020.