Stevens First Principles Investment Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$4K Buy
+36
New +$4.23K ﹤0.01% 138
2015
Q1
Sell
-1,200
Closed -$112K 211
2014
Q4
$112K Sell
1,200
-400
-25% -$35.9K 0.07% 101
2014
Q3
$140K Buy
+1,600
New +$144K 0.08% 100
2014
Q1
Sell
-900
Closed -$82K 202
2013
Q4
$82K Buy
+900
New +$73.9K 0.05% 123

Other funds holding AXP

Stevens First Principles Investment Advisors's AXP Position: Q2 2019 in Review

Stevens First Principles Investment Advisors opened a new position in American Express (AXP) in Q2 2019: 36 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #138 among its holdings. This is a return to the name: Stevens First Principles Investment Advisors previously reported a position in AXP as recently as Q4 2014.

Stevens First Principles Investment Advisors first reported a position in AXP in Q4 2013 and has held it in 4 quarters since. The position peaked at $140K in Q3 2014. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • Stevens First Principles Investment Advisors held 36 shares of American Express worth $4K as of Q2 2019.
  • American Express was a new Stevens First Principles Investment Advisors position in Q2 2019.
  • American Express made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #138 holding.
  • Stevens First Principles Investment Advisors first reported a position in American Express in Q4 2013 and has held it in 4 quarters since.
  • Stevens First Principles Investment Advisors's American Express position peaked at $140K in Q3 2014.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.