Blooom Inc’s American Express AXP Stock Holding History

Blooom Inc’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	–	Sell	-1,433	Closed	-$207K	–	50
2021 Q1	$207K	Buy	+1,433	New	+$189K	0.16%	43

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blooom Inc's AXP Position: Q2 2021 in Review

Blooom Inc sold out of American Express (AXP) in Q2 2021, closing a stake of 1,433 shares — an estimated $207K sold.

Blooom Inc first reported a position in AXP in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 1,846 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

Blooom Inc reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
Blooom Inc sold 1,433 American Express shares in Q2 2021, an estimated $207K.
Blooom Inc first reported a position in American Express in Q1 2021 and held it in 1 quarter.
Blooom Inc's American Express position peaked at $207K in Q1 2021.
1,846 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Blooom Inc's 13F filing for Q2 2021, filed 23 Sep 2021.