Wealthgate Family Office’s American Express AXP Stock Holding History

Wealthgate Family Office’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 Q2	–	Sell	-5,043	Closed	-$713K	–	18
2021 Q1	$713K	Hold	5,043	–	–	0.97%	17
2020 Q4	$610K	Buy	+5,043	New	+$559K	0.91%	18

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Wealthgate Family Office's AXP Position: Q2 2021 in Review

Wealthgate Family Office sold out of American Express (AXP) in Q2 2021, closing a stake of 5,043 shares — an estimated $713K sold.

Wealthgate Family Office first reported a position in AXP in Q4 2020 and held it in 2 quarters. The position peaked at $713K in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Wealthgate Family Office reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
Wealthgate Family Office sold 5,043 American Express shares in Q2 2021, an estimated $713K.
Wealthgate Family Office first reported a position in American Express in Q4 2020 and held it in 2 quarters.
Wealthgate Family Office's American Express position peaked at $713K in Q1 2021.
1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.