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tru Independence’s American Express AXP Stock Holding History

tru Independence’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
-278
Closed -$34 – 329
2020
Q4 		$34 Buy
278
+12
+5% +$1.33K ﹤0.01% 511
2020
Q3 		$27K Sell
266
-189
-42% -$18.6K 0.01% 236
2020
Q2 		$44 Buy
455
+72
+19% +$6.63K 0.01% 391
2020
Q1 		$33 Hold
383
– – 0.01% 338
2019
Q4 		$33K Buy
+383
New +$45.8K ﹤0.01% 421

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

tru Independence's AXP Position: Q1 2021 in Review

tru Independence sold out of American Express (AXP) in Q1 2021, closing a stake of 278 shares — an estimated $34 sold.

tru Independence first reported a position in AXP in Q4 2019 and held it in 5 quarters. The position peaked at $33K in Q4 2019. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • tru Independence reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 278 American Express shares in Q1 2021, an estimated $34.
  • tru Independence first reported a position in American Express in Q4 2019 and held it in 5 quarters.
  • tru Independence's American Express position peaked at $33K in Q4 2019.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.