SWP
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ShoreHaven Wealth Partners’s American Express AXP Stock Holding History

ShoreHaven Wealth Partners’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
-400
Closed -$57K – 75
2021
Q1 		$57K Hold
400
– – 0.03% 110
2020
Q4 		$48K Buy
+400
New +$44.3K 0.03% 110

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ShoreHaven Wealth Partners's AXP Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of American Express (AXP) in Q2 2021, closing a stake of 400 shares — an estimated $57K sold.

ShoreHaven Wealth Partners first reported a position in AXP in Q4 2020 and held it in 2 quarters. The position peaked at $57K in Q1 2021. 1,847 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 400 American Express shares in Q2 2021, an estimated $57K.
  • ShoreHaven Wealth Partners first reported a position in American Express in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's American Express position peaked at $57K in Q1 2021.
  • 1,847 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.