River Wealth Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,346
Closed -$132K 574
2018
Q2
$132K Buy
+1,346
New +$132K 0.05% 183
2016
Q2
Sell
-3,478
Closed -$214K 152
2016
Q1
$214K Sell
3,478
-532
-13% -$30.9K 0.13% 142
2015
Q4
$279K Sell
4,010
-3,488
-47% -$254K 0.18% 132
2015
Q3
$556K Sell
7,498
-211
-3% -$16.2K 0.38% 87
2015
Q2
$599K Sell
7,709
-39
-0.5% -$3.09K 0.38% 89
2015
Q1
$605K Buy
+7,748
New +$644K 0.37% 91

Other funds holding AXP

River Wealth Advisors's AXP Position: Q3 2018 in Review

River Wealth Advisors sold out of American Express (AXP) in Q3 2018, closing a stake of 1,346 shares — an estimated $132K sold.

River Wealth Advisors first reported a position in AXP in Q1 2015 and held it in 6 quarters. The position peaked at $605K in Q1 2015. 1,452 funds tracked by Wall St. Rank hold AXP as of Q3 2018.

  • River Wealth Advisors reported no remaining American Express position as of Q3 2018 after selling out during the quarter.
  • River Wealth Advisors sold 1,346 American Express shares in Q3 2018, an estimated $132K.
  • River Wealth Advisors first reported a position in American Express in Q1 2015 and held it in 6 quarters.
  • River Wealth Advisors's American Express position peaked at $605K in Q1 2015.
  • 1,452 funds tracked by Wall St. Rank held American Express as of Q3 2018.

Based on River Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.