Industrial Alliance Investment Management’s American Express AXP Stock Holding History

Industrial Alliance Investment Management’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
2023 Q2	–	Sell	-22,294	Closed	-$3.68M	–	201
2023 Q1	$3.68M	Buy	22,294 +20,493	+1,138%	+$3.4M	0.1%	164
2022 Q4	$266K	Buy	1,801 +144	+9%	+$21.3K	0.01%	331
2022 Q3	$224K	Sell	1,657 -403	-20%	-$61K	0.01%	330
2022 Q2	$286K	Buy	+2,060	New	+$340K	0.01%	323
2022 Q1	–	Sell	-1,891	Closed	-$309K	–	416
2021 Q4	$309K	Buy	+1,891	New	+$322K	0.01%	326

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Industrial Alliance Investment Management's AXP Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of American Express (AXP) in Q2 2023, closing a stake of 22,294 shares — an estimated $3.68M sold.

Industrial Alliance Investment Management first reported a position in AXP in Q4 2021 and held it in 5 quarters. The position peaked at $3.68M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Industrial Alliance Investment Management reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 22,294 American Express shares in Q2 2023, an estimated $3.68M.
Industrial Alliance Investment Management first reported a position in American Express in Q4 2021 and held it in 5 quarters.
Industrial Alliance Investment Management's American Express position peaked at $3.68M in Q1 2023.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.