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WealthBridge Capital Management’s American Express AXP Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-319
Closed -$37K – 167
2019
Q1 		$37K Hold
319
– – 0.02% 332
2018
Q4 		$30K Buy
+319
New +$33.4K 0.02% 325

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WealthBridge Capital Management's AXP Position: Q2 2019 in Review

WealthBridge Capital Management sold out of American Express (AXP) in Q2 2019, closing a stake of 319 shares — an estimated $37K sold.

WealthBridge Capital Management first reported a position in AXP in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • WealthBridge Capital Management reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 319 American Express shares in Q2 2019, an estimated $37K.
  • WealthBridge Capital Management first reported a position in American Express in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's American Express position peaked at $37K in Q1 2019.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.