Camarda Financial Advisors’s American Express AXP Stock Holding History

Camarda Financial 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	–	Sell	-1,788	Closed	-$295K	–	79
2021 Q2	$295K	Hold	1,788	–	–	0.18%	74
2021 Q1	$253K	Buy	+1,788	New	+$236K	0.18%	81
2019 Q3	–	Sell	-49	Closed	-$6K	–	75
2019 Q2	$6K	Sell	49 -192	-80%	-$22.6K	0.01%	178
2019 Q1	$26K	Buy	+241	New	+$25.3K	0.05%	115
2017 Q4	–	Sell	-287	Closed	-$26K	–	191
2017 Q3	$26K	Hold	287	–	–	0.03%	131
2017 Q2	$24K	Hold	287	–	–	0.03%	132
2017 Q1	$23K	Hold	287	–	–	0.02%	131
2016 Q4	$21K	Hold	287	–	–	0.01%	160
2016 Q3	$18K	Hold	287	–	–	0.01%	147
2016 Q2	$17K	Buy	+287	New	+$18.2K	0.01%	180
2016 Q1	–	Sell	-246	Closed	-$17K	–	260
2015 Q4	$17K	Hold	246	–	–	0.01%	185
2015 Q3	$18K	Hold	246	–	–	0.01%	129
2015 Q2	$19K	Hold	246	–	–	0.01%	164
2015 Q1	$19K	Buy	+246	New	+$20.4K	0.01%	188
2014 Q2	–	Sell	-19	Closed	-$2K	–	218
2014 Q1	$2K	Buy	+19	New	+$1.7K	﹤0.01%	174

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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 $298B AUM 21.96% 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

Camarda Financial Advisors's AXP Position: Q3 2021 in Review

Camarda Financial Advisors sold out of American Express (AXP) in Q3 2021, closing a stake of 1,788 shares — an estimated $295K sold.

Camarda Financial Advisors first reported a position in AXP in Q1 2014 and held it in 15 quarters. The position peaked at $295K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Camarda Financial Advisors reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Camarda Financial Advisors sold 1,788 American Express shares in Q3 2021, an estimated $295K.
Camarda Financial Advisors first reported a position in American Express in Q1 2014 and held it in 15 quarters.
Camarda Financial Advisors's American Express position peaked at $295K in Q2 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Camarda Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.