Appleton Group’s American Express AXP Stock Holding History

Appleton Group’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	–	Sell	-2,815	Closed	-$465K	–	43
2021 Q2	$465K	Buy	2,815 +7	+0.2%	+$1.1K	0.36%	23
2021 Q1	$397K	Buy	+2,808	New	+$371K	0.52%	21

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Appleton Group's AXP Position: Q3 2021 in Review

Appleton Group sold out of American Express (AXP) in Q3 2021, closing a stake of 2,815 shares — an estimated $465K sold.

Appleton Group first reported a position in AXP in Q1 2021 and held it in 2 quarters. The position peaked at $465K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Appleton Group reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Appleton Group sold 2,815 American Express shares in Q3 2021, an estimated $465K.
Appleton Group first reported a position in American Express in Q1 2021 and held it in 2 quarters.
Appleton Group's American Express position peaked at $465K in Q2 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Appleton Group's 13F filing for Q3 2021, filed 15 Nov 2021.