Berman Capital Advisors’s American Express AXP Stock Holding History

Berman Capital 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 Q3	$399K	Buy	2,385 +551	+30%	+$92.1K	0.06%	161
2021 Q2	$302K	Buy	1,834 +474	+35%	+$74.2K	0.05%	177
2021 Q1	$191K	Buy	1,360 +77	+6%	+$10.2K	0.04%	196
2020 Q4	$154K	Buy	1,283 +364	+40%	+$40.3K	0.04%	198
2020 Q3	$92K	Buy	919 +17	+2%	+$1.67K	0.03%	239
2020 Q2	$85K	Sell	902 -40	-4%	-$3.68K	0.02%	240
2020 Q1	$80K	Sell	942 -102	-10%	-$11.9K	0.03%	227
2019 Q4	$130K	Buy	1,044 +1	+0.1%	+$120	0.04%	189
2019 Q3	$123K	Hold	1,043	–	–	0.04%	185
2019 Q2	$128K	Buy	1,043 +19	+2%	+$2.23K	0.04%	179
2019 Q1	$111K	Buy	1,024 +107	+12%	+$11.2K	0.04%	182
2018 Q4	$87K	Buy	+917	New	+$95.9K	0.03%	192

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Berman Capital Advisors's AXP Position: Q3 2021 in Review

Berman Capital Advisors increased its American Express (AXP) stake by 30% in Q3 2021, buying an estimated $92.1K and bringing the position to 2,385 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #161.

Berman Capital Advisors first reported a position in AXP in Q4 2018 and has held it in 12 quarters since. 1,871 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Berman Capital Advisors held 2,385 shares of American Express worth $399K as of Q3 2021.
Berman Capital Advisors bought 551 American Express shares in Q3 2021, an estimated $92.1K.
American Express made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #161 holding.
Berman Capital Advisors first reported a position in American Express in Q4 2018 and has held it in 12 quarters since.
1,871 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.