Wheatland Advisors’s American Express AXP Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-4,400	Closed	-$548K	–	42
2019 Q4	$548K	Sell	4,400 -200	-4%	-$23.9K	0.7%	52
2019 Q3	$544K	Sell	4,600 -600	-12%	-$73.6K	0.49%	66
2019 Q2	$642K	Hold	5,200	–	–	0.48%	63
2019 Q1	$568K	Buy	5,200 +1,100	+27%	+$116K	0.43%	65
2018 Q4	$391K	Hold	4,100	–	–	0.34%	72
2018 Q3	$437K	Hold	4,100	–	–	0.33%	76
2018 Q2	$402K	Hold	4,100	–	–	0.32%	75
2018 Q1	$382K	Hold	4,100	–	–	0.32%	78
2017 Q4	$407K	Hold	4,100	–	–	0.33%	78
2017 Q3	$371K	Hold	4,100	–	–	0.32%	77
2017 Q2	$345K	Hold	4,100	–	–	0.31%	77
2017 Q1	$324K	Hold	4,100	–	–	0.29%	78
2016 Q4	$304K	Hold	4,100	–	–	0.27%	76
2016 Q3	$263K	Hold	4,100	–	–	0.25%	79
2016 Q2	$249K	Hold	4,100	–	–	0.24%	83
2016 Q1	$252K	Hold	4,100	–	–	0.26%	81
2015 Q4	$285K	Hold	4,100	–	–	0.29%	74
2015 Q3	$304K	Hold	4,100	–	–	0.33%	71
2015 Q2	$319K	Hold	4,100	–	–	0.31%	75
2015 Q1	$320K	Hold	4,100	–	–	0.32%	71
2014 Q4	$381K	Hold	4,100	–	–	0.37%	68
2014 Q3	$359K	Hold	4,100	–	–	0.36%	67
2014 Q2	$389K	Hold	4,100	–	–	0.35%	70
2014 Q1	$369K	Hold	4,100	–	–	0.38%	66
2013 Q4	$372K	Buy	+4,100	New	+$337K	0.39%	67

Other funds holding AXP

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

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Wheatland Advisors's AXP Position: Q1 2020 in Review

Wheatland Advisors sold out of American Express (AXP) in Q1 2020, closing a stake of 4,400 shares — an estimated $548K sold.

Wheatland Advisors first reported a position in AXP in Q4 2013 and held it in 25 quarters. The position peaked at $642K in Q2 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

Wheatland Advisors reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 4,400 American Express shares in Q1 2020, an estimated $548K.
Wheatland Advisors first reported a position in American Express in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's American Express position peaked at $642K in Q2 2019.
1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.