Squar Milner Financial Services’s American Express AXP Stock Holding History

Squar Milner Financial 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	–	Sell	-3,585	Closed	-$341K	–	19
2020 Q2	$341K	Buy	3,585 +1,861	+108%	+$171K	0.19%	131
2020 Q1	$147K	Buy	1,724 +1,126	+188%	+$131K	0.09%	206
2019 Q4	$74K	Buy	+598	New	+$71.5K	0.04%	378
2019 Q3	–	Sell	-500	Closed	-$62K	–	256
2019 Q2	$62K	Sell	500 -224	-31%	-$26.3K	0.04%	324
2019 Q1	$79K	Hold	724	–	–	0.06%	278
2018 Q4	$69K	Buy	724 +224	+45%	+$23.4K	0.07%	257
2018 Q3	$53K	Sell	500 -450	-47%	-$46.8K	0.05%	294
2018 Q2	$93K	Buy	+950	New	+$93.4K	0.08%	257

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

Squar Milner Financial Services's AXP Position: Q3 2020 in Review

Squar Milner Financial Services sold out of American Express (AXP) in Q3 2020, closing a stake of 3,585 shares — an estimated $341K sold.

Squar Milner Financial Services first reported a position in AXP in Q2 2018 and held it in 8 quarters. The position peaked at $341K in Q2 2020. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Squar Milner Financial Services reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,585 American Express shares in Q3 2020, an estimated $341K.
Squar Milner Financial Services first reported a position in American Express in Q2 2018 and held it in 8 quarters.
Squar Milner Financial Services's American Express position peaked at $341K in Q2 2020.
1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.