Shine Investment Advisory Services’s American Express AXP Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$69K	Hold	690	–	–	0.02%	244
2020 Q2	$66K	Hold	690	–	–	0.02%	247
2020 Q1	$59K	Sell	690 -47	-6%	-$5.47K	0.03%	245
2019 Q4	$92K	Sell	737 -30	-4%	-$3.58K	0.04%	225
2019 Q3	$91K	Buy	767 +30	+4%	+$3.68K	0.04%	202
2019 Q2	$91K	Hold	737	–	–	0.04%	201
2019 Q1	$81K	Sell	737 -13	-2%	-$1.37K	0.04%	217
2018 Q4	$71K	Hold	750	–	–	0.04%	220
2018 Q3	$80K	Sell	750 -43	-5%	-$4.47K	0.04%	220
2018 Q2	$78K	Hold	793	–	–	0.04%	229
2018 Q1	$74K	Hold	793	–	–	0.04%	225
2017 Q4	$79K	Hold	793	–	–	0.04%	219
2017 Q3	$72K	Hold	793	–	–	0.04%	226
2017 Q2	$67K	Buy	+793	New	+$62.7K	0.03%	219

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's AXP Position: Q3 2020 in Review

Shine Investment Advisory Services held its American Express (AXP) position steady in Q3 2020 at 690 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #244.

Shine Investment Advisory Services first reported a position in AXP in Q2 2017 and has held it in 14 quarters since. The position peaked at $92K in Q4 2019. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Shine Investment Advisory Services held 690 shares of American Express worth $69K as of Q3 2020.
Shine Investment Advisory Services left its American Express share count unchanged in Q3 2020.
American Express made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #244 holding.
Shine Investment Advisory Services first reported a position in American Express in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's American Express position peaked at $92K in Q4 2019.
1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.