SVA Wealth Management’s American Express AXP Stock Holding History

SVA 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 Q4	$251K	Sell	2,079 -20	-1%	-$2.21K	0.02%	212
2020 Q3	$210K	Sell	2,099 -11,324	-84%	-$1.11M	0.02%	202
2020 Q2	$1.28M	Sell	13,423 -2,262	-14%	-$208K	0.14%	110
2020 Q1	$1.34M	Sell	15,685 -433	-3%	-$50.4K	0.15%	107
2019 Q4	$2.01M	Buy	16,118 +61	+0.4%	+$7.29K	0.18%	95
2019 Q3	$1.9M	Sell	16,057 -188	-1%	-$23.1K	0.19%	94
2019 Q2	$2M	Sell	16,245 -13,106	-45%	-$1.54M	0.2%	93
2019 Q1	$3.21M	Buy	29,351 +6,080	+26%	+$639K	0.31%	75
2018 Q4	$2.22M	Buy	+23,271	New	+$2.43M	0.25%	88
2016 Q1	–	Sell	-61,963	Closed	-$4.31M	–	202
2015 Q4	$4.31M	Buy	61,963 +2,875	+5%	+$209K	0.75%	41
2015 Q3	$4.38M	Buy	59,088 +3,804	+7%	+$293K	0.82%	39
2015 Q2	$4.3M	Buy	55,284 +6,677	+14%	+$530K	0.79%	45
2015 Q1	$3.8M	Buy	48,607 +43,691	+889%	+$3.63M	0.69%	54
2014 Q4	$457K	Buy	4,916 +320	+7%	+$28.7K	0.17%	120
2014 Q3	$402K	Hold	4,596	–	–	0.17%	113
2014 Q2	$436K	Buy	4,596 +75	+2%	+$6.76K	0.19%	106
2014 Q1	$407K	Buy	4,521 +829	+22%	+$74.1K	0.19%	104
2013 Q4	$335K	Buy	+3,692	New	+$303K	0.2%	108

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's AXP Position: Q4 2020 in Review

SVA Wealth Management reduced its American Express (AXP) stake by 0.95% in Q4 2020, selling an estimated $2.21K and leaving 2,079 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #212.

SVA Wealth Management first reported a position in AXP in Q4 2013 and has held it in 18 quarters since. The position peaked at $4.38M in Q3 2015. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

SVA Wealth Management held 2,079 shares of American Express worth $251K as of Q4 2020.
SVA Wealth Management sold 20 American Express shares in Q4 2020, an estimated $2.21K.
American Express made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #212 holding.
SVA Wealth Management first reported a position in American Express in Q4 2013 and has held it in 18 quarters since.
SVA Wealth Management's American Express position peaked at $4.38M in Q3 2015.
1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.