FPA Queens Road Value Fund AXP Holdings History
Number of Shares
11,000.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
5.5%
Total Estimate Gain
$2.97 Mil
% of Total Estimate Gain
209.75%
FPA Queens Road Value Fund's American Express Co Holding Summary
As of 2023-05-31, FPA Queens Road Value Fund held 11,000.00 shares of American Express Co(AXP), totaling $1.74 Mil. This investment constitutes 5.5% of their stock portfolio, and FPA Queens Road Value Fund now holds 0% of the outstanding American Express Co(AXP) stock.
The initial trade took place in 2020Q2. Based on historical transaction data and AXP's current price of $319.47, FPA Queens Road Value Fund's estimated gain on his AXP holdings is $2.97 Mil, reflecting a 209.75% gain to date.
FPA Queens Road Value Fund AXP ($319.47) Holding Chart
FPA Queens Road Value Fund AXP ($319.47) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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