WealthOne’s American Express AXP Stock Holding History

WealthOne’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 Q1	–	Sell	-94	Closed	-$9K	–	107
2018 Q4	$9K	Buy	+94	New	+$9.84K	0.01%	375

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WealthOne's AXP Position: Q1 2019 in Review

WealthOne sold out of American Express (AXP) in Q1 2019, closing a stake of 94 shares — an estimated $9K sold.

WealthOne first reported a position in AXP in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

WealthOne reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
WealthOne sold 94 American Express shares in Q1 2019, an estimated $9K.
WealthOne first reported a position in American Express in Q4 2018 and held it in 1 quarter.
WealthOne's American Express position peaked at $9K in Q4 2018.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.