Bellevue Asset Management’s American Express AXP Stock Holding History

Bellevue 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	-300	Closed	-$49K	–	540
2021 Q4	$49K	Hold	300	–	–	0.03%	181
2021 Q3	$51K	Hold	300	–	–	0.03%	172
2021 Q2	$50K	Hold	300	–	–	0.03%	174
2021 Q1	$42K	Hold	300	–	–	0.03%	194
2020 Q4	$35K	Hold	300	–	–	0.02%	212
2020 Q3	$30K	Hold	300	–	–	0.02%	214
2020 Q2	$29K	Hold	300	–	–	0.03%	218
2020 Q1	$25K	Hold	300	–	–	0.03%	235
2019 Q4	$37K	Buy	+300	New	+$35.9K	0.03%	184

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

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

Bellevue Asset Management sold out of American Express (AXP) in Q1 2022, closing a stake of 300 shares — an estimated $49K sold.

Bellevue Asset Management first reported a position in AXP in Q4 2019 and held it in 9 quarters. The position peaked at $51K in Q3 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

Bellevue Asset Management reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
Bellevue Asset Management sold 300 American Express shares in Q1 2022, an estimated $49K.
Bellevue Asset Management first reported a position in American Express in Q4 2019 and held it in 9 quarters.
Bellevue Asset Management's American Express position peaked at $51K in Q3 2021.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Bellevue Asset Management's 13F filing for Q1 2022, filed 11 May 2022.