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Sound View Wealth Advisors’s American Express AXP Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$621K Sell
5,682
-145
-2% -$15.2K 0.19% 117
2018
Q4 		$555K Buy
+5,827
New +$610K 0.2% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sound View Wealth Advisors's AXP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its American Express (AXP) stake by 2.5% in Q1 2019, selling an estimated $15.2K and leaving 5,682 shares worth $621K. The position accounts for 0.19% of the portfolio, ranked #117.

Sound View Wealth Advisors first reported a position in AXP in Q4 2018 and has held it in 2 quarters since. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Sound View Wealth Advisors held 5,682 shares of American Express worth $621K as of Q1 2019.
  • Sound View Wealth Advisors sold 145 American Express shares in Q1 2019, an estimated $15.2K.
  • American Express made up 0.19% of Sound View Wealth Advisors's portfolio in Q1 2019, its #117 holding.
  • Sound View Wealth Advisors first reported a position in American Express in Q4 2018 and has held it in 2 quarters since.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.