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Ameritas Investment Company’s American Express AXP Stock Holding History

Ameritas Investment Company’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
Q3 		$824K Buy
4,918
+1,654
+51% +$277K 0.04% 305
2021
Q2 		$823K Sell
3,264
-1,291
-28% -$202K 0.04% 317
2021
Q1 		$644K Buy
4,555
+1,543
+51% +$204K 0.06% 297
2020
Q4 		$364K Buy
3,012
+166
+6% +$18.4K 0.07% 274
2020
Q3 		$271K Hold
2,846
– – 0.08% 253
2020
Q2 		$271K Buy
2,846
+189
+7% +$17.4K 0.08% 259
2020
Q1 		$215K Buy
2,657
+776
+41% +$90.3K 0.03% 333
2019
Q4 		$234K Sell
1,881
-39
-2% -$4.66K 0.05% 305
2019
Q3 		$227K Buy
+1,920
New +$235K 0.05% 300
2019
Q2 		– Sell
-888
Closed -$97K – 277
2019
Q1 		$97K Sell
888
-3,761
-81% -$395K 0.02% 365
2018
Q4 		$443K Buy
+4,649
New +$486K 0.1% 178

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Investment Company's AXP Position: Q3 2021 in Review

Ameritas Investment Company increased its American Express (AXP) stake by 51% in Q3 2021, buying an estimated $277K and bringing the position to 4,918 shares worth $824K. The position accounts for 0.04% of the portfolio, ranked #305.

Ameritas Investment Company first reported a position in AXP in Q4 2018 and has held it in 11 quarters since. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Ameritas Investment Company held 4,918 shares of American Express worth $824K as of Q3 2021.
  • Ameritas Investment Company bought 1,654 American Express shares in Q3 2021, an estimated $277K.
  • American Express made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #305 holding.
  • Ameritas Investment Company first reported a position in American Express in Q4 2018 and has held it in 11 quarters since.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.