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Atom Investors’s American Express AXP Stock Holding History

Atom Investors’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
Q1 		– Sell
-2,710
Closed -$328K – 252
2020
Q4 		$328K Sell
2,710
-17,422
-87% -$1.93M 0.03% 273
2020
Q3 		$2.02M Sell
20,132
-22,173
-52% -$2.18M 0.19% 128
2020
Q2 		$4.03M Buy
42,305
+31,005
+274% +$2.85M 0.26% 70
2020
Q1 		$967K Buy
+11,300
New +$1.31M 0.09% 159

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atom Investors's AXP Position: Q1 2021 in Review

Atom Investors sold out of American Express (AXP) in Q1 2021, closing a stake of 2,710 shares — an estimated $328K sold.

Atom Investors first reported a position in AXP in Q1 2020 and held it in 4 quarters. The position peaked at $4.03M in Q2 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • Atom Investors reported no remaining American Express position as of Q1 2021 after selling out during the quarter.
  • Atom Investors sold 2,710 American Express shares in Q1 2021, an estimated $328K.
  • Atom Investors first reported a position in American Express in Q1 2020 and held it in 4 quarters.
  • Atom Investors's American Express position peaked at $4.03M in Q2 2020.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on Atom Investors's 13F filing for Q1 2021, filed 17 May 2021.