RBA Wealth Management’s American Express AXP Stock Holding History

RBA 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
2021 Q2	–	Sell	-120	Closed	-$17K	–	43
2021 Q1	$17K	Buy	+120	New	+$15.9K	0.01%	123

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA Wealth Management's AXP Position: Q2 2021 in Review

RBA Wealth Management sold out of American Express (AXP) in Q2 2021, closing a stake of 120 shares — an estimated $17K sold.

RBA Wealth Management first reported a position in AXP in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

RBA Wealth Management reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 120 American Express shares in Q2 2021, an estimated $17K.
RBA Wealth Management first reported a position in American Express in Q1 2021 and held it in 1 quarter.
RBA Wealth Management's American Express position peaked at $17K in Q1 2021.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.