Evolution Wealth Advisors’s American Express AXP Stock Holding History

Evolution Wealth 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	–	Sell	-61	Closed	-$10K	–	185
2021 Q3	$10K	Hold	61	–	–	﹤0.01%	392
2021 Q2	$10K	Hold	61	–	–	﹤0.01%	404
2021 Q1	$9K	Hold	61	–	–	﹤0.01%	423
2020 Q4	$7K	Sell	61 -574	-90%	-$63.6K	﹤0.01%	389
2020 Q3	$64K	Buy	635 +30	+5%	+$2.95K	0.02%	164
2020 Q2	$58K	Buy	+605	New	+$55.7K	0.02%	133
2020 Q1	–	Sell	-95	Closed	-$12K	–	334
2019 Q4	$12K	Buy	+95	New	+$11.4K	﹤0.01%	266
2019 Q3	–	Sell	-95	Closed	-$12K	–	484
2019 Q2	$12K	Buy	+95	New	+$11.2K	0.01%	160

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

Evolution Wealth Advisors's AXP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of American Express (AXP) in Q4 2021, closing a stake of 61 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in AXP in Q2 2019 and held it in 8 quarters. The position peaked at $64K in Q3 2020. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Evolution Wealth Advisors reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 61 American Express shares in Q4 2021, an estimated $10K.
Evolution Wealth Advisors first reported a position in American Express in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's American Express position peaked at $64K in Q3 2020.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.