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Wealthspire Advisors (Maryland)’s American Express AXP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$781K Buy
7,791
+912
+13% +$89.7K 0.03% 213
2020
Q2 		$655K Sell
6,879
-849
-11% -$78.2K 0.05% 212
2020
Q1 		$662K Sell
7,728
-274
-3% -$31.9K 0.06% 199
2019
Q4 		$996K Sell
8,002
-1,466
-15% -$175K 0.07% 173
2019
Q3 		$1.12M Sell
9,468
-352
-4% -$43.2K 0.08% 129
2019
Q2 		$1.21M Sell
9,820
-45
-0.5% -$5.29K 0.09% 120
2019
Q1 		$1.08M Sell
9,865
-141
-1% -$14.8K 0.08% 129
2018
Q4 		$954K Buy
10,006
+706
+8% +$73.9K 0.08% 128
2018
Q3 		$990K Buy
9,300
+361
+4% +$37.5K 0.08% 139
2018
Q2 		$876K Buy
8,939
+129
+1% +$12.7K 0.08% 142
2018
Q1 		$822K Sell
8,810
-587
-6% -$56.9K 0.08% 159
2017
Q4 		$933K Buy
9,397
+612
+7% +$58.3K 0.09% 143
2017
Q3 		$795K Buy
8,785
+3,116
+55% +$268K 0.09% 150
2017
Q2 		$478K Buy
5,669
+554
+11% +$43.8K 0.06% 236
2017
Q1 		$405K Buy
5,115
+128
+3% +$10K 0.06% 224
2016
Q4 		$369K Buy
4,987
+1,597
+47% +$111K 0.06% 233
2016
Q3 		$217K Sell
3,390
-144
-4% -$9.25K 0.03% 356
2016
Q2 		$215K Buy
3,534
+12
+0.3% +$760 0.04% 343
2016
Q1 		$216K Sell
3,522
-2,536
-42% -$148K 0.04% 342
2015
Q4 		$421K Buy
+6,058
New +$441K 0.08% 183

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AXP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its American Express (AXP) stake by 13% in Q3 2020, buying an estimated $89.7K and bringing the position to 7,791 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #213.

Wealthspire Advisors (Maryland) first reported a position in AXP in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.21M in Q2 2019. 1,560 funds tracked by Wall St. Rank hold AXP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,791 shares of American Express worth $781K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 912 American Express shares in Q3 2020, an estimated $89.7K.
  • American Express made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #213 holding.
  • Wealthspire Advisors (Maryland) first reported a position in American Express in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s American Express position peaked at $1.21M in Q2 2019.
  • 1,560 funds tracked by Wall St. Rank held American Express as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.