A.R.T. Advisors’s American Express AXP Stock Holding History

A.R.T. 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 Q4	–	Sell	-2,200	Closed	-$221K	–	75
2020 Q3	$221K	Buy	+2,200	New	+$216K	1.25%	36
2019 Q4	–	Sell	-59,300	Closed	-$7.01M	–	1329
2019 Q3	$7.01M	Buy	+59,300	New	+$7.27M	0.35%	42
2019 Q1	–	Sell	-51,600	Closed	-$4.92M	–	1307
2018 Q4	$4.92M	Buy	51,600 +12,300	+31%	+$1.29M	0.32%	47
2018 Q3	$4.18M	Sell	39,300 -53,900	-58%	-$5.61M	0.19%	124
2018 Q2	$9.13M	Sell	93,200 -32,900	-26%	-$3.23M	0.37%	37
2018 Q1	$11.8M	Buy	+126,100	New	+$12.2M	0.47%	19
2017 Q2	–	Sell	-21,600	Closed	-$1.71M	–	1400
2017 Q1	$1.71M	Buy	+21,600	New	+$1.69M	0.08%	364
2015 Q1	–	Sell	-102,983	Closed	-$9.58M	–	1423
2014 Q4	$9.58M	Buy	+102,983	New	+$9.23M	0.36%	40

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

A.R.T. Advisors's AXP Position: Q4 2020 in Review

A.R.T. Advisors sold out of American Express (AXP) in Q4 2020, closing a stake of 2,200 shares — an estimated $221K sold.

A.R.T. Advisors first reported a position in AXP in Q4 2014 and held it in 8 quarters. The position peaked at $11.8M in Q1 2018. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

A.R.T. Advisors reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
A.R.T. Advisors sold 2,200 American Express shares in Q4 2020, an estimated $221K.
A.R.T. Advisors first reported a position in American Express in Q4 2014 and held it in 8 quarters.
A.R.T. Advisors's American Express position peaked at $11.8M in Q1 2018.
1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on A.R.T. Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.