Autus Asset Management’s American Express AXP Stock Holding History

Autus Asset Management’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
2022 Q1	–	Sell	-1,450	Closed	-$237K	–	154
2021 Q4	$237K	Hold	1,450	–	–	0.02%	168
2021 Q3	$243K	Sell	1,450 -60	-4%	-$10K	0.03%	156
2021 Q2	$249K	Sell	1,510 -100	-6%	-$15.7K	0.03%	154
2021 Q1	$228K	Sell	1,610 -136	-8%	-$18K	0.03%	157
2020 Q4	$211K	Buy	+1,746	New	+$193K	0.03%	152
2020 Q3	–	Sell	-2,566	Closed	-$244K	–	152
2020 Q2	$244K	Buy	2,566 +181	+8%	+$16.7K	0.04%	141
2020 Q1	$204K	Sell	2,385 -587	-20%	-$68.3K	0.04%	133
2019 Q4	$370K	Sell	2,972 -25	-0.8%	-$2.99K	0.05%	122
2019 Q3	$354K	Buy	2,997 +500	+20%	+$61.3K	0.06%	125
2019 Q2	$308K	Sell	2,497 -69	-3%	-$8.1K	0.05%	129
2019 Q1	$280K	Sell	2,566 -480	-16%	-$50.4K	0.05%	138
2018 Q4	$290K	Hold	3,046	–	–	0.06%	124
2018 Q3	$324K	Sell	3,046 -1,000	-25%	-$104K	0.05%	125
2018 Q2	$396K	Sell	4,046 -264	-6%	-$25.9K	0.07%	116
2018 Q1	$402K	Sell	4,310 -1,941	-31%	-$188K	0.07%	117
2017 Q4	$620K	Sell	6,251 -923	-13%	-$87.9K	0.11%	105
2017 Q3	$649K	Sell	7,174 -430	-6%	-$37K	0.12%	103
2017 Q2	$641K	Sell	7,604 -910	-11%	-$72K	0.13%	102
2017 Q1	$674K	Hold	8,514	–	–	0.14%	103
2016 Q4	$630K	Sell	8,514 -65	-0.8%	-$4.5K	0.14%	110
2016 Q3	$549K	Sell	8,579 -1,409	-14%	-$90.5K	0.12%	113
2016 Q2	$607K	Sell	9,988 -681	-6%	-$43.1K	0.14%	113
2016 Q1	$655K	Sell	10,669 -5,459	-34%	-$318K	0.16%	104
2015 Q4	$1.12M	Buy	+16,128	New	+$1.17M	0.29%	84

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Autus Asset Management's AXP Position: Q1 2022 in Review

Autus Asset Management sold out of American Express (AXP) in Q1 2022, closing a stake of 1,450 shares — an estimated $237K sold.

Autus Asset Management first reported a position in AXP in Q4 2015 and held it in 24 quarters. The position peaked at $1.12M in Q4 2015. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

Autus Asset Management reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
Autus Asset Management sold 1,450 American Express shares in Q1 2022, an estimated $237K.
Autus Asset Management first reported a position in American Express in Q4 2015 and held it in 24 quarters.
Autus Asset Management's American Express position peaked at $1.12M in Q4 2015.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Autus Asset Management's 13F filing for Q1 2022, filed 13 Apr 2022.