Column Capital Advisors’s American Express AXP Stock Holding History

Column Capital 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
2023 Q3	$27.7K	Sell	186 -12	-6%	-$1.96K	﹤0.01%	401
2023 Q2	$34.5K	Sell	198 -19	-9%	-$3.07K	﹤0.01%	365
2023 Q1	$35.8K	Hold	217	–	–	0.01%	365
2022 Q4	$32.1K	Hold	217	–	–	0.01%	357
2022 Q3	$29K	Hold	217	–	–	0.01%	337
2022 Q2	$30K	Hold	217	–	–	0.01%	341
2022 Q1	$41K	Sell	217 -14	-6%	-$2.53K	0.01%	314
2021 Q4	$38K	Sell	231 -18	-7%	-$3.07K	0.01%	335
2021 Q3	$42K	Sell	249 -24	-9%	-$4.01K	0.01%	294
2021 Q2	$45K	Sell	273 -50	-15%	-$7.83K	0.01%	290
2021 Q1	$46K	Sell	323 -100	-24%	-$13.2K	0.01%	277
2020 Q4	$51K	Sell	423 -510	-55%	-$56.5K	0.01%	266
2020 Q3	$94K	Sell	933 -46	-5%	-$4.53K	0.03%	162
2020 Q2	$93K	Sell	979 -621	-39%	-$57.2K	0.03%	158
2020 Q1	$137K	Buy	1,600 +138	+9%	+$16.1K	0.06%	94
2019 Q4	$182K	Buy	+1,462	New	+$175K	0.09%	96

Other funds holding AXP

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's AXP Position: Q3 2023 in Review

Column Capital Advisors reduced its American Express (AXP) stake by 6.1% in Q3 2023, selling an estimated $1.96K and leaving 186 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Column Capital Advisors first reported a position in AXP in Q4 2019 and has held it in 16 quarters since. The position peaked at $182K in Q4 2019. 1,998 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Column Capital Advisors held 186 shares of American Express worth $27.7K as of Q3 2023.
Column Capital Advisors sold 12 American Express shares in Q3 2023, an estimated $1.96K.
American Express made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #401 holding.
Column Capital Advisors first reported a position in American Express in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's American Express position peaked at $182K in Q4 2019.
1,998 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.