Clear Perspective Advisors’s American Express AXP Stock Holding History

Clear Perspective 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 Q4	$227K	Buy	+1,388	New	+$237K	0.07%	160
2020 Q1	–	Sell	-1,974	Closed	-$246K	–	112
2019 Q4	$246K	Sell	1,974 -72	-4%	-$8.61K	0.15%	122
2019 Q3	$286K	Sell	2,046 -619	-23%	-$75.9K	0.13%	112
2019 Q2	$329K	Sell	2,665 -231	-8%	-$27.1K	0.21%	103
2019 Q1	$324K	Buy	+2,896	New	+$304K	0.23%	103
2018 Q3	–	Sell	-1,870	Closed	-$183K	–	162
2018 Q2	$183K	Buy	1,870 +1	+0.1%	+$98	0.13%	139
2018 Q1	$174K	Sell	1,869 -92	-5%	-$8.91K	0.13%	143
2017 Q4	$195K	Sell	1,961 -770	-28%	-$73.3K	0.15%	134
2017 Q3	$247K	Sell	2,731 -1,287	-32%	-$111K	0.2%	116
2017 Q2	$338K	Sell	4,018 -575	-13%	-$45.5K	0.28%	86
2017 Q1	$363K	Sell	4,593 -100	-2%	-$7.82K	0.24%	83
2016 Q4	$348K	Buy	+4,693	New	+$325K	0.23%	91

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspective Advisors's AXP Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in American Express (AXP) in Q4 2021: 1,388 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #160 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in AXP as recently as Q4 2019.

Clear Perspective Advisors first reported a position in AXP in Q4 2016 and has held it in 12 quarters since. The position peaked at $363K in Q1 2017. 1,999 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Clear Perspective Advisors held 1,388 shares of American Express worth $227K as of Q4 2021.
American Express was a new Clear Perspective Advisors position in Q4 2021.
American Express made up 0.07% of Clear Perspective Advisors's portfolio in Q4 2021, its #160 holding.
Clear Perspective Advisors first reported a position in American Express in Q4 2016 and has held it in 12 quarters since.
Clear Perspective Advisors's American Express position peaked at $363K in Q1 2017.
1,999 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.