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Strategic Wealth Management’s American Express AXP Stock Holding History

Strategic Wealth Management’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
Q2 		– Sell
-4,300
Closed -$368K – 56
2020
Q1 		$368K Buy
+4,300
New +$500K 0.49% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Strategic Wealth Management's AXP Position: Q2 2020 in Review

Strategic Wealth Management sold out of American Express (AXP) in Q2 2020, closing a stake of 4,300 shares — an estimated $368K sold.

Strategic Wealth Management first reported a position in AXP in Q1 2020 and held it in 1 quarter. The position peaked at $368K in Q1 2020. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • Strategic Wealth Management reported no remaining American Express position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Management sold 4,300 American Express shares in Q2 2020, an estimated $368K.
  • Strategic Wealth Management first reported a position in American Express in Q1 2020 and held it in 1 quarter.
  • Strategic Wealth Management's American Express position peaked at $368K in Q1 2020.
  • 1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Strategic Wealth Management's 13F filing for Q2 2020, filed 26 Aug 2020.