Cumberland Advisors’s American Express AXP Stock Holding History

Cumberland 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
2022 Q2	–	Sell	-2,000	Closed	-$374K	–	56
2022 Q1	$374K	Buy	+2,000	New	+$361K	0.09%	49

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cumberland Advisors's AXP Position: Q2 2022 in Review

Cumberland Advisors sold out of American Express (AXP) in Q2 2022, closing a stake of 2,000 shares — an estimated $374K sold.

Cumberland Advisors first reported a position in AXP in Q1 2022 and held it in 1 quarter. The position peaked at $374K in Q1 2022. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Cumberland Advisors reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
Cumberland Advisors sold 2,000 American Express shares in Q2 2022, an estimated $374K.
Cumberland Advisors first reported a position in American Express in Q1 2022 and held it in 1 quarter.
Cumberland Advisors's American Express position peaked at $374K in Q1 2022.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Cumberland Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.