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Bel Air Investment Advisors’s American Express AXP Stock Holding History

Bel Air Investment 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
2021
Q2 		$2.72M Sell
16,452
-1,823
-10% -$286K 0.08% 107
2021
Q1 		$2.58M Buy
+18,275
New +$2.41M 0.08% 117
2013
Q3 		$21.1M Sell
279,081
-445
-0.2% -$33.5K 2.95% 15
2013
Q2 		$20.9M Buy
+279,526
New +$19.9M 3.06% 13

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
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
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

Bel Air Investment Advisors's AXP Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its American Express (AXP) stake by 10% in Q2 2021, selling an estimated $286K and leaving 16,452 shares worth $2.72M. The position accounts for 0.08% of the portfolio, ranked #107.

Bel Air Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 4 quarters since. The position peaked at $21.1M in Q3 2013. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • Bel Air Investment Advisors held 16,452 shares of American Express worth $2.72M as of Q2 2021.
  • Bel Air Investment Advisors sold 1,823 American Express shares in Q2 2021, an estimated $286K.
  • American Express made up 0.08% of Bel Air Investment Advisors's portfolio in Q2 2021, its #107 holding.
  • Bel Air Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's American Express position peaked at $21.1M in Q3 2013.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.