Taylor Hoffman Wealth Management’s American Express AXP Stock Holding History

Taylor Hoffman 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	–	Sell	-910	Closed	-$87K	–	129
2020 Q2	$87K	Buy	+910	New	+$83.8K	0.05%	155
2020 Q1	–	Sell	-910	Closed	-$113K	–	126
2019 Q4	$113K	Hold	910	–	–	0.07%	151
2019 Q3	$108K	Hold	910	–	–	0.08%	148
2019 Q2	$112K	Hold	910	–	–	0.09%	144
2019 Q1	$99K	Hold	910	–	–	0.07%	145
2018 Q4	$87K	Sell	910 -45	-5%	-$4.71K	0.08%	135
2018 Q3	$102K	Hold	955	–	–	0.08%	133
2018 Q2	$94K	Hold	955	–	–	0.08%	129
2018 Q1	$89K	Hold	955	–	–	0.08%	135
2017 Q4	$95K	Buy	+955	New	+$91K	0.09%	131

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's AXP Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of American Express (AXP) in Q3 2020, closing a stake of 910 shares — an estimated $87K sold.

Taylor Hoffman Wealth Management first reported a position in AXP in Q4 2017 and held it in 10 quarters. The position peaked at $113K in Q4 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining American Express position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 910 American Express shares in Q3 2020, an estimated $87K.
Taylor Hoffman Wealth Management first reported a position in American Express in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's American Express position peaked at $113K in Q4 2019.
1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.