Sunflower Bank Wealth Management’s American Express AXP Stock Holding History

Sunflower Bank 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 Q3	$270K	Hold	2,694	–	–	0.09%	104
2020 Q2	$257K	Sell	2,694 -200	-7%	-$18.4K	0.09%	112
2020 Q1	$248K	Hold	2,894	–	–	0.09%	107
2019 Q4	$360K	Hold	2,894	–	–	0.11%	106
2019 Q3	$342K	Sell	2,894 -300	-9%	-$36.8K	0.11%	108
2019 Q2	$394K	Hold	3,194	–	–	0.13%	97
2019 Q1	$350K	Hold	3,194	–	–	0.11%	107
2018 Q4	$304K	Hold	3,194	–	–	0.1%	108
2018 Q3	$340K	Hold	3,194	–	–	0.1%	111
2018 Q2	$313K	Hold	3,194	–	–	0.09%	114
2018 Q1	$298K	Sell	3,194 -50	-2%	-$4.84K	0.08%	113
2017 Q4	$323K	Sell	3,244 -50	-2%	-$4.76K	0.09%	108
2017 Q3	$298K	Sell	3,294 -16,000	-83%	-$1.38M	0.11%	76
2017 Q2	$1.63M	Hold	19,294	–	–	0.55%	37
2017 Q1	$1.53M	Hold	19,294	–	–	0.52%	37
2016 Q4	$1.43M	Hold	19,294	–	–	0.51%	36
2016 Q3	$1.24M	Sell	19,294 -900	-4%	-$57.8K	0.45%	39
2016 Q2	$1.23M	Hold	20,194	–	–	0.43%	42
2016 Q1	$1.24M	Hold	20,194	–	–	0.44%	41
2015 Q4	$1.4M	Hold	20,194	–	–	0.49%	39
2015 Q3	$1.5M	Hold	20,194	–	–	0.55%	35
2015 Q2	$1.57M	Sell	20,194 -50	-0.2%	-$3.97K	0.53%	35
2015 Q1	$1.58M	Sell	20,244 -100	-0.5%	-$8.31K	0.52%	42
2014 Q4	$1.89M	Hold	20,344	–	–	0.6%	30
2014 Q3	$1.78M	Sell	20,344 -50	-0.2%	-$4.5K	0.61%	32
2014 Q2	$1.94M	Sell	20,394 -100	-0.5%	-$9.01K	0.79%	29
2014 Q1	$1.85M	Sell	20,494 -100	-0.5%	-$8.93K	0.9%	24
2013 Q4	$1.87M	Hold	20,594	–	–	0.94%	21
2013 Q3	$1.55M	Hold	20,594	–	–	0.84%	23
2013 Q2	$1.54M	Buy	+20,594	New	+$1.47M	0.83%	24

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunflower Bank Wealth Management's AXP Position: Q3 2020 in Review

Sunflower Bank Wealth Management held its American Express (AXP) position steady in Q3 2020 at 2,694 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #104.

Sunflower Bank Wealth Management first reported a position in AXP in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.94M in Q2 2014. 1,561 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Sunflower Bank Wealth Management held 2,694 shares of American Express worth $270K as of Q3 2020.
Sunflower Bank Wealth Management left its American Express share count unchanged in Q3 2020.
American Express made up 0.09% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #104 holding.
Sunflower Bank Wealth Management first reported a position in American Express in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's American Express position peaked at $1.94M in Q2 2014.
1,561 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.