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Wealthstreet Investment Advisors’s American Express AXP Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-31,272
Closed -$4.42M – 107
2021
Q1 		$4.42M Sell
31,272
-30
-0.1% -$3.96K 0.43% 57
2020
Q4 		$3.79M Sell
31,302
-84
-0.3% -$9.3K 0.38% 63
2020
Q3 		$3.15M Sell
31,386
-250
-0.8% -$24.6K 0.35% 66
2020
Q2 		$3.01M Buy
31,636
+50
+0.2% +$4.6K 0.37% 65
2020
Q1 		$2.7M Buy
31,586
+3,300
+12% +$384K 0.4% 57
2019
Q4 		$3.52M Hold
28,286
– – 0.41% 62
2019
Q3 		$3.32M Sell
28,286
-2,600
-8% -$319K 0.42% 62
2019
Q2 		$3.81M Sell
30,886
-450
-1% -$52.9K 0.49% 56
2019
Q1 		$3.42M Hold
31,336
– – 0.45% 60
2018
Q4 		$3.15M Hold
31,336
– – 0.44% 61
2018
Q3 		$3.34M Sell
31,336
-510
-2% -$53K 0.41% 64
2018
Q2 		$3.12M Sell
31,846
-300
-0.9% -$29.5K 0.41% 66
2018
Q1 		$3M Buy
32,146
+5,994
+23% +$581K 0.38% 65
2017
Q4 		$2.6M Buy
+26,152
New +$2.49M 0.31% 78

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthstreet Investment Advisors's AXP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of American Express (AXP) in Q2 2021, closing a stake of 31,272 shares — an estimated $4.42M sold.

Wealthstreet Investment Advisors first reported a position in AXP in Q4 2017 and held it in 14 quarters. The position peaked at $4.42M in Q1 2021. 1,845 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 31,272 American Express shares in Q2 2021, an estimated $4.42M.
  • Wealthstreet Investment Advisors first reported a position in American Express in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's American Express position peaked at $4.42M in Q1 2021.
  • 1,845 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.