Summit Wealth & Retirement Planning’s American Express AXP Stock Holding History

Summit Wealth & Retirement Planning’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	-6,050	Closed	-$856K	–	81
2021 Q1	$856K	Hold	6,050	–	–	0.32%	50
2020 Q4	$732K	Sell	6,050 -130	-2%	-$14.4K	0.28%	64
2020 Q3	$620K	Sell	6,180 -145	-2%	-$14.3K	0.27%	63
2020 Q2	$602K	Buy	6,325 +325	+5%	+$29.9K	0.28%	66
2020 Q1	$514K	Hold	6,000	–	–	0.27%	68
2019 Q4	$747K	Sell	6,000 -3	-0%	-$359	0.33%	62
2019 Q3	$710K	Hold	6,003	–	–	0.43%	56
2019 Q2	$741K	Hold	6,003	–	–	0.43%	55
2019 Q1	$656K	Buy	+6,003	New	+$631K	0.39%	64

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Wealth & Retirement Planning's AXP Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of American Express (AXP) in Q2 2021, closing a stake of 6,050 shares — an estimated $856K sold.

Summit Wealth & Retirement Planning first reported a position in AXP in Q1 2019 and held it in 9 quarters. The position peaked at $856K in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 6,050 American Express shares in Q2 2021, an estimated $856K.
Summit Wealth & Retirement Planning first reported a position in American Express in Q1 2019 and held it in 9 quarters.
Summit Wealth & Retirement Planning's American Express position peaked at $856K in Q1 2021.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.