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Santori & Peters Inc’s American Express AXP Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-159
Closed -$14K – 97
2017
Q4 		$14K Buy
+159
New +$15.1K 0.01% 249

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Santori & Peters Inc's AXP Position: Q1 2018 in Review

Santori & Peters Inc sold out of American Express (AXP) in Q1 2018, closing a stake of 159 shares — an estimated $14K sold.

Santori & Peters Inc first reported a position in AXP in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 1,443 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

  • Santori & Peters Inc reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 159 American Express shares in Q1 2018, an estimated $14K.
  • Santori & Peters Inc first reported a position in American Express in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's American Express position peaked at $14K in Q4 2017.
  • 1,443 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.