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Crescent Capital Consulting’s American Express AXP Stock Holding History

Crescent Capital Consulting’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 		$728K Buy
4,450
+975
+28% +$166K 0.12% 106
2021
Q3 		$582K Hold
3,475
– – 0.11% 111
2021
Q2 		$575K Hold
3,475
– – 0.11% 103
2021
Q1 		$491K Buy
3,475
+975
+39% +$129K 0.11% 109
2020
Q4 		$302K Buy
+2,500
New +$277K 0.08% 123

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crescent Capital Consulting's AXP Position: Q4 2021 in Review

Crescent Capital Consulting increased its American Express (AXP) stake by 28% in Q4 2021, buying an estimated $166K and bringing the position to 4,450 shares worth $728K. The position accounts for 0.12% of the portfolio, ranked #106.

Crescent Capital Consulting first reported a position in AXP in Q4 2020 and has held it in 5 quarters since. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Crescent Capital Consulting held 4,450 shares of American Express worth $728K as of Q4 2021.
  • Crescent Capital Consulting bought 975 American Express shares in Q4 2021, an estimated $166K.
  • American Express made up 0.12% of Crescent Capital Consulting's portfolio in Q4 2021, its #106 holding.
  • Crescent Capital Consulting first reported a position in American Express in Q4 2020 and has held it in 5 quarters since.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.