Regal Wealth Group’s American Express AXP Stock Holding History

Regal Wealth Group’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	-191	Closed	-$27K	–	70
2021 Q1	$27K	Hold	191	–	–	0.02%	129
2020 Q4	$23K	Hold	191	–	–	0.01%	130
2020 Q3	$19K	Hold	191	–	–	0.01%	125
2020 Q2	$18K	Hold	191	–	–	0.01%	123
2020 Q1	$16K	Hold	191	–	–	0.02%	111
2019 Q4	$24K	Hold	191	–	–	0.02%	115
2019 Q3	$23K	Hold	191	–	–	0.02%	101
2019 Q2	$24K	Hold	191	–	–	0.02%	100
2019 Q1	$21K	Hold	191	–	–	0.02%	96
2018 Q4	$18K	Hold	191	–	–	0.02%	98
2018 Q3	$20K	Hold	191	–	–	0.01%	102
2018 Q2	$19K	Hold	191	–	–	0.02%	107
2018 Q1	$18K	Hold	191	–	–	0.01%	109
2017 Q4	$19K	Hold	191	–	–	0.01%	103
2017 Q3	$17K	Hold	191	–	–	0.01%	103
2017 Q2	$16K	Hold	191	–	–	0.01%	104
2017 Q1	$15K	Hold	191	–	–	0.01%	106
2016 Q4	$14K	Hold	191	–	–	0.01%	105
2016 Q3	$12K	Hold	191	–	–	0.01%	113
2016 Q2	$12K	Hold	191	–	–	0.01%	111
2016 Q1	$12K	Hold	191	–	–	0.01%	114
2015 Q4	$13K	Buy	+191	New	+$13.9K	0.01%	107

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Regal Wealth Group's AXP Position: Q2 2021 in Review

Regal Wealth Group sold out of American Express (AXP) in Q2 2021, closing a stake of 191 shares — an estimated $27K sold.

Regal Wealth Group first reported a position in AXP in Q4 2015 and held it in 22 quarters. The position peaked at $27K in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Regal Wealth Group reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 191 American Express shares in Q2 2021, an estimated $27K.
Regal Wealth Group first reported a position in American Express in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's American Express position peaked at $27K in Q1 2021.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.