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Bellevue Group’s American Express AXP Stock Holding History

Bellevue 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
2022
Q1 		– Sell
-1,500
Closed -$245K – 179
2021
Q4 		$245K Sell
1,500
-1,100
-42% -$188K ﹤0.01% 176
2021
Q3 		$436K Hold
2,600
– – ﹤0.01% 169
2021
Q2 		$430K Hold
2,600
– – ﹤0.01% 164
2021
Q1 		$368K Sell
2,600
-1,000
-28% -$132K ﹤0.01% 175
2020
Q4 		$435K Hold
3,600
– – 0.01% 204
2020
Q3 		$361K Hold
3,600
– – 0.01% 210
2020
Q2 		$343K Hold
3,600
– – ﹤0.01% 199
2020
Q1 		$308K Hold
3,600
– – 0.01% 201
2019
Q4 		$448K Hold
3,600
– – 0.01% 194
2019
Q3 		$426K Buy
3,600
+600
+20% +$73.6K 0.01% 187
2019
Q2 		$370K Buy
+3,000
New +$352K 0.01% 158

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellevue Group's AXP Position: Q1 2022 in Review

Bellevue Group sold out of American Express (AXP) in Q1 2022, closing a stake of 1,500 shares — an estimated $245K sold.

Bellevue Group first reported a position in AXP in Q2 2019 and held it in 11 quarters. The position peaked at $448K in Q4 2019. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Bellevue Group reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • Bellevue Group sold 1,500 American Express shares in Q1 2022, an estimated $245K.
  • Bellevue Group first reported a position in American Express in Q2 2019 and held it in 11 quarters.
  • Bellevue Group's American Express position peaked at $448K in Q4 2019.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Bellevue Group's 13F filing for Q1 2022, filed 13 May 2022.