Financial Insights’s American Express AXP Stock Holding History

Financial Insights’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 Q3	–	Sell	-130	Closed	-$215K	–	90
2021 Q2	$215K	Buy	+130	New	+$20.4K	0.02%	221

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Insights's AXP Position: Q3 2021 in Review

Financial Insights sold out of American Express (AXP) in Q3 2021, closing a stake of 130 shares — an estimated $215K sold.

Financial Insights first reported a position in AXP in Q2 2021 and held it in 1 quarter. The position peaked at $215K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Financial Insights reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 130 American Express shares in Q3 2021, an estimated $215K.
Financial Insights first reported a position in American Express in Q2 2021 and held it in 1 quarter.
Financial Insights's American Express position peaked at $215K in Q2 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.