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Seven Springs Wealth Group’s American Express AXP Stock Holding History

Seven Springs 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
-107
Closed -$15K – 81
2021
Q1 		$15K Hold
107
– – 0.01% 114
2020
Q4 		$13K Hold
107
– – 0.01% 113
2020
Q3 		$11K Hold
107
– – 0.01% 117
2020
Q2 		$10K Hold
107
– – 0.01% 116
2020
Q1 		$9K Hold
107
– – 0.01% 121
2019
Q4 		$13K Buy
+107
New +$12.8K 0.01% 149

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Seven Springs Wealth Group's AXP Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of American Express (AXP) in Q2 2021, closing a stake of 107 shares — an estimated $15K sold.

Seven Springs Wealth Group first reported a position in AXP in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 107 American Express shares in Q2 2021, an estimated $15K.
  • Seven Springs Wealth Group first reported a position in American Express in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's American Express position peaked at $15K in Q1 2021.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.