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Cardan Capital Partners’s American Express AXP Stock Holding History

Cardan Capital Partners’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 		$210K Sell
1,254
-88
-7% -$14.7K 0.02% 240
2021
Q2 		$222K Buy
+1,342
New +$210K 0.02% 236

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardan Capital Partners's AXP Position: Q3 2021 in Review

Cardan Capital Partners reduced its American Express (AXP) stake by 6.6% in Q3 2021, selling an estimated $14.7K and leaving 1,254 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #240.

Cardan Capital Partners first reported a position in AXP in Q2 2021 and has held it in 2 quarters since. The position peaked at $222K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Cardan Capital Partners held 1,254 shares of American Express worth $210K as of Q3 2021.
  • Cardan Capital Partners sold 88 American Express shares in Q3 2021, an estimated $14.7K.
  • American Express made up 0.02% of Cardan Capital Partners's portfolio in Q3 2021, its #240 holding.
  • Cardan Capital Partners first reported a position in American Express in Q2 2021 and has held it in 2 quarters since.
  • Cardan Capital Partners's American Express position peaked at $222K in Q2 2021.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.