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Enlightenment Research’s American Express AXP Stock Holding History

Enlightenment Research’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
Q1 		– Sell
-1,368
Closed -$224K – 141
2021
Q4 		$224K Sell
1,368
-4,032
-75% -$688K 0.32% 99
2021
Q3 		$905K Buy
+5,400
New +$903K 1.1% 27
2020
Q2 		– Sell
-7,500
Closed -$824K – 94
2020
Q1 		$824K Buy
7,500
+4,900
+188% +$570K 0.87% 18
2019
Q4 		$324K Hold
2,600
– – 1.52% 26
2019
Q3 		$308K Sell
2,600
-1,805
-41% -$221K 0.68% 55
2019
Q2 		$505K Sell
4,405
-595
-12% -$69.9K 0.26% 116
2019
Q1 		$547K Sell
5,000
-4,400
-47% -$462K 1.06% 29
2018
Q4 		$896K Buy
+9,400
New +$984K 1.11% 12

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enlightenment Research's AXP Position: Q1 2022 in Review

Enlightenment Research sold out of American Express (AXP) in Q1 2022, closing a stake of 1,368 shares — an estimated $224K sold.

Enlightenment Research first reported a position in AXP in Q4 2018 and held it in 8 quarters. The position peaked at $905K in Q3 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Enlightenment Research reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,368 American Express shares in Q1 2022, an estimated $224K.
  • Enlightenment Research first reported a position in American Express in Q4 2018 and held it in 8 quarters.
  • Enlightenment Research's American Express position peaked at $905K in Q3 2021.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.