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Sculati Wealth Management’s American Express AXP Stock Holding History

Sculati 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
Q1 		– Sell
-2,280
Closed -$276K – 115
2020
Q4 		$276K Sell
2,280
-325
-12% -$36K 0.18% 88
2020
Q3 		$261K Sell
2,605
-500
-16% -$49.2K 0.2% 90
2020
Q2 		$296K Hold
3,105
– – 0.25% 74
2020
Q1 		$266K Sell
3,105
-115
-4% -$13.4K 0.29% 71
2019
Q4 		$401K Buy
+3,220
New +$385K 0.36% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sculati Wealth Management's AXP Position: Q1 2021 in Review

Sculati Wealth Management sold out of American Express (AXP) in Q1 2021, closing a stake of 2,280 shares — an estimated $276K sold.

Sculati Wealth Management first reported a position in AXP in Q4 2019 and held it in 5 quarters. The position peaked at $401K in Q4 2019. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • Sculati Wealth Management reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • Sculati Wealth Management sold 2,280 American Express shares in Q1 2021, an estimated $276K.
  • Sculati Wealth Management first reported a position in American Express in Q4 2019 and held it in 5 quarters.
  • Sculati Wealth Management's American Express position peaked at $401K in Q4 2019.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Sculati Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.