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Swaine & Leidel Wealth Services’s American Express AXP Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		– Sell
-16,769
Closed -$2.03M – 69
2020
Q4 		$2.03M Buy
16,769
+1,619
+11% +$179K 1.47% 37
2020
Q3 		$1.52M Buy
+15,150
New +$1.49M 1.48% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swaine & Leidel Wealth Services's AXP Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of American Express (AXP) in Q1 2021, closing a stake of 16,769 shares — an estimated $2.03M sold.

Swaine & Leidel Wealth Services first reported a position in AXP in Q3 2020 and held it in 2 quarters. The position peaked at $2.03M in Q4 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • Swaine & Leidel Wealth Services reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 16,769 American Express shares in Q1 2021, an estimated $2.03M.
  • Swaine & Leidel Wealth Services first reported a position in American Express in Q3 2020 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's American Express position peaked at $2.03M in Q4 2020.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.