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RiverPark Advisors’s American Express AXP Stock Holding History

RiverPark Advisors’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
-14,946
Closed -$1.77M – 51
2019
Q3 		$1.77M Sell
14,946
-3,665
-20% -$449K 0.81% 47
2019
Q2 		$2.3M Sell
18,611
-481
-3% -$56.5K 0.99% 45
2019
Q1 		$2.09M Sell
19,092
-2,196
-10% -$231K 0.91% 42
2018
Q4 		$2.03M Buy
+21,288
New +$2.23M 0.89% 38
2016
Q1 		– Sell
-52,248
Closed -$3.63M – 55
2015
Q4 		$3.63M Buy
52,248
+1,040
+2% +$75.7K 1.67% 25
2015
Q3 		$3.8M Buy
51,208
+13,155
+35% +$1.01M 1.82% 25
2015
Q2 		$2.96M Hold
38,053
– – 1.5% 26
2015
Q1 		$2.97M Sell
38,053
-15,675
-29% -$1.3M 1.64% 27
2014
Q4 		$5M Buy
53,728
+8
+0% +$717 2.81% 12
2014
Q3 		$4.7M Buy
53,720
+5,627
+12% +$507K 2.36% 19
2014
Q2 		$4.56M Buy
48,093
+6,297
+15% +$568K 2.07% 24
2014
Q1 		$3.76M Buy
41,796
+13,304
+47% +$1.19M 1.92% 23
2013
Q4 		$2.58M Hold
28,492
– – 1.71% 24
2013
Q3 		$2.15M Buy
28,492
+2,635
+10% +$198K 1.6% 26
2013
Q2 		$1.93M Buy
+25,857
New +$1.84M 1.66% 26

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

RiverPark Advisors's AXP Position: Q4 2019 in Review

RiverPark Advisors sold out of American Express (AXP) in Q4 2019, closing a stake of 14,946 shares — an estimated $1.77M sold.

RiverPark Advisors first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $5M in Q4 2014. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

  • RiverPark Advisors reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
  • RiverPark Advisors sold 14,946 American Express shares in Q4 2019, an estimated $1.77M.
  • RiverPark Advisors first reported a position in American Express in Q2 2013 and held it in 15 quarters.
  • RiverPark Advisors's American Express position peaked at $5M in Q4 2014.
  • 1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on RiverPark Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.