TRUE Private Wealth Advisors’s American Express AXP Stock Holding History

TRUE Private Wealth Advisors’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	-669	Closed	-$80K	–	270
2020 Q4	$80K	Hold	669	–	–	0.01%	301
2020 Q3	$67K	Hold	669	–	–	0.01%	294
2020 Q2	$63K	Hold	669	–	–	0.01%	294
2020 Q1	$57K	Sell	669 -3,416	-84%	-$397K	0.01%	270
2019 Q4	$508K	Sell	4,085 -72	-2%	-$8.61K	0.08%	133
2019 Q3	$491K	Hold	4,157	–	–	0.08%	127
2019 Q2	$513K	Buy	4,157 +66	+2%	+$7.75K	0.09%	117
2019 Q1	$447K	Sell	4,091 -587	-13%	-$61.7K	0.09%	116
2018 Q4	$445K	Buy	4,678 +7	+0.1%	+$732	0.08%	147
2018 Q3	$497K	Sell	4,671 -28	-0.6%	-$2.91K	0.07%	165
2018 Q2	$460K	Sell	4,699 -105	-2%	-$10.3K	0.07%	171
2018 Q1	$448K	Buy	4,804 +865	+22%	+$83.8K	0.08%	146
2017 Q4	$391K	Buy	3,939 +63	+2%	+$6K	0.07%	155
2017 Q3	$350K	Buy	3,876 +32	+0.8%	+$2.75K	0.08%	108
2017 Q2	$323K	Buy	3,844 +340	+10%	+$26.9K	0.07%	106
2017 Q1	$272K	Sell	3,504 -463	-12%	-$36.2K	0.06%	117
2016 Q4	$304K	Buy	3,967 +463	+13%	+$32.1K	0.07%	108
2016 Q3	$211K	Sell	3,504 -557	-14%	-$35.8K	0.07%	134
2016 Q2	$246K	Buy	4,061 +69	+2%	+$4.37K	0.08%	119
2016 Q1	$245K	Buy	+3,992	New	+$232K	0.1%	103

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

TRUE Private Wealth Advisors's AXP Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of American Express (AXP) in Q1 2021, closing a stake of 669 shares — an estimated $80K sold.

TRUE Private Wealth Advisors first reported a position in AXP in Q1 2016 and held it in 20 quarters. The position peaked at $513K in Q2 2019. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 669 American Express shares in Q1 2021, an estimated $80K.
TRUE Private Wealth Advisors first reported a position in American Express in Q1 2016 and held it in 20 quarters.
TRUE Private Wealth Advisors's American Express position peaked at $513K in Q2 2019.
1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.