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Private Wealth Advisors (Pennsylvania)’s American Express AXP Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-2,192
Closed -$259K – 128
2019
Q3 		$259K Hold
2,192
– – 0.13% 121
2019
Q2 		$271K Buy
2,192
+342
+18% +$40.2K 0.1% 123
2019
Q1 		$202K Buy
+1,850
New +$194K 0.08% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s AXP Position: Q4 2019 in Review

Private Wealth Advisors (Pennsylvania) sold out of American Express (AXP) in Q4 2019, closing a stake of 2,192 shares — an estimated $259K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in AXP in Q1 2019 and held it in 3 quarters. The position peaked at $271K in Q2 2019. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

  • Private Wealth Advisors (Pennsylvania) reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 2,192 American Express shares in Q4 2019, an estimated $259K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in American Express in Q1 2019 and held it in 3 quarters.
  • Private Wealth Advisors (Pennsylvania)'s American Express position peaked at $271K in Q2 2019.
  • 1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 11 Feb 2020.