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Bingham Osborn & Scarborough’s American Express AXP Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-3,100
Closed -$519K – 17
2021
Q3 		$519K Buy
3,100
+66
+2% +$11K 0.04% 87
2021
Q2 		$501K Buy
3,034
+558
+23% +$87.4K 0.04% 90
2021
Q1 		$350K Buy
2,476
+209
+9% +$27.6K 0.03% 109
2020
Q4 		$274K Sell
2,267
-824
-27% -$91.3K 0.02% 111
2020
Q3 		$310K Sell
3,091
-12
-0.4% -$1.18K 0.02% 127
2020
Q2 		$295K Sell
3,103
-9
-0.3% -$829 0.02% 121
2020
Q1 		$266K Buy
3,112
+62
+2% +$7.21K 0.03% 118
2019
Q4 		$380K Buy
3,050
+544
+22% +$65K 0.03% 110
2019
Q3 		$296K Buy
2,506
+13
+0.5% +$1.59K 0.03% 114
2019
Q2 		$308K Buy
2,493
+49
+2% +$5.75K 0.03% 111
2019
Q1 		$267K Sell
2,444
-71
-3% -$7.46K 0.02% 123
2018
Q4 		$240K Buy
2,515
+39
+2% +$4.08K 0.02% 119
2018
Q3 		$264K Hold
2,476
– – 0.02% 121
2018
Q2 		$243K Buy
2,476
+65
+3% +$6.39K 0.02% 124
2018
Q1 		$225K Hold
2,411
– – 0.02% 130
2017
Q4 		$239K Sell
2,411
-18
-0.7% -$1.71K 0.02% 115
2017
Q3 		$220K Buy
2,429
+18
+0.7% +$1.55K 0.02% 114
2017
Q2 		$203K Buy
+2,411
New +$191K 0.02% 116
2015
Q4 		– Sell
-3,147
Closed -$233K – 110
2015
Q3 		$233K Sell
3,147
-47
-1% -$3.62K 0.03% 100
2015
Q2 		$248K Buy
3,194
+21
+0.7% +$1.67K 0.03% 99
2015
Q1 		$248K Sell
3,173
-316
-9% -$26.3K 0.03% 100
2014
Q4 		$325K Buy
3,489
+1
+0% +$90 0.04% 85
2014
Q3 		$305K Hold
3,488
– – 0.04% 86
2014
Q2 		$331K Sell
3,488
-109
-3% -$9.83K 0.04% 78
2014
Q1 		$324K Buy
3,597
+316
+10% +$28.2K 0.05% 78
2013
Q4 		$298K Buy
3,281
+301
+10% +$24.7K 0.04% 79
2013
Q3 		$225K Hold
2,980
– – 0.04% 82
2013
Q2 		$223K Buy
+2,980
New +$212K 0.04% 78

Other funds holding AXP

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bingham Osborn & Scarborough's AXP Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of American Express (AXP) in Q4 2021, closing a stake of 3,100 shares — an estimated $519K sold.

Bingham Osborn & Scarborough first reported a position in AXP in Q2 2013 and held it in 28 quarters. The position peaked at $519K in Q3 2021. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 3,100 American Express shares in Q4 2021, an estimated $519K.
  • Bingham Osborn & Scarborough first reported a position in American Express in Q2 2013 and held it in 28 quarters.
  • Bingham Osborn & Scarborough's American Express position peaked at $519K in Q3 2021.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.