IndexIQ Advisors’s American Express AXP Stock Holding History

IndexIQ 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 Q1	$1.89M	Sell	10,102 -366	-3%	-$66.1K	0.07%	228
2021 Q4	$1.71M	Sell	10,468 -19	-0.2%	-$3.24K	0.06%	236
2021 Q3	$1.76M	Buy	10,487 +507	+5%	+$84.8K	0.06%	244
2021 Q2	$1.65M	Buy	9,980 +292	+3%	+$45.7K	0.06%	232
2021 Q1	$1.37M	Sell	9,688 -20,903	-68%	-$2.76M	0.05%	236
2020 Q4	$3.7M	Buy	30,591 +3,973	+15%	+$440K	0.14%	109
2020 Q3	$2.67M	Buy	26,618 +2,588	+11%	+$255K	0.11%	136
2020 Q2	$2.29M	Buy	+24,030	New	+$2.21M	0.1%	146
2020 Q1	–	Sell	-217	Closed	-$27K	–	1043
2019 Q4	$27K	Buy	+217	New	+$25.9K	﹤0.01%	576

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

IndexIQ Advisors's AXP Position: Q1 2022 in Review

IndexIQ Advisors reduced its American Express (AXP) stake by 3.5% in Q1 2022, selling an estimated $66.1K and leaving 10,102 shares worth $1.89M. The position accounts for 0.07% of the portfolio, ranked #228.

IndexIQ Advisors first reported a position in AXP in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.7M in Q4 2020. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

IndexIQ Advisors held 10,102 shares of American Express worth $1.89M as of Q1 2022.
IndexIQ Advisors sold 366 American Express shares in Q1 2022, an estimated $66.1K.
American Express made up 0.07% of IndexIQ Advisors's portfolio in Q1 2022, its #228 holding.
IndexIQ Advisors first reported a position in American Express in Q4 2019 and has held it in 9 quarters since.
IndexIQ Advisors's American Express position peaked at $3.7M in Q4 2020.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.