Intersect Capital’s American Express AXP Stock Holding History

Intersect Capital’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 Q2	$515K	Buy	3,712 +28	+0.8%	+$4.63K	0.16%	145
2022 Q1	$689K	Buy	3,684 +398	+12%	+$71.9K	0.13%	150
2021 Q4	$538K	Sell	3,286 -1,055	-24%	-$180K	0.1%	187
2021 Q3	$727K	Buy	4,341 +169	+4%	+$28.3K	0.12%	130
2021 Q2	$689K	Buy	4,172 +287	+7%	+$45K	0.12%	141
2021 Q1	$550K	Buy	3,885 +286	+8%	+$37.8K	0.11%	147
2020 Q4	$435K	Buy	3,599 +30	+0.8%	+$3.32K	0.1%	163
2020 Q3	$358K	Sell	3,569 -680	-16%	-$66.9K	0.1%	153
2020 Q2	$404K	Buy	4,249 +88	+2%	+$8.1K	0.13%	114
2020 Q1	$356K	Sell	4,161 -2,811	-40%	-$327K	0.14%	116
2019 Q4	$868K	Sell	6,972 -264	-4%	-$31.6K	0.29%	66
2019 Q3	$856K	Buy	7,236 +631	+10%	+$77.4K	0.32%	62
2019 Q2	$815K	Buy	6,605 +160	+2%	+$18.8K	0.32%	65
2019 Q1	$704K	Buy	6,445 +4,185	+185%	+$440K	0.3%	68
2018 Q4	$215K	Buy	+2,260	New	+$236K	0.1%	116
2015 Q2	–	Sell	-1,000	Closed	-$77K	–	131
2015 Q1	$77K	Hold	1,000	–	–	0.06%	144
2014 Q4	$93K	Buy	+1,000	New	+$89.6K	0.08%	134

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

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

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

Intersect Capital's AXP Position: Q2 2022 in Review

Intersect Capital increased its American Express (AXP) stake by 0.76% in Q2 2022, buying an estimated $4.63K and bringing the position to 3,712 shares worth $515K. The position accounts for 0.16% of the portfolio, ranked #145.

Intersect Capital first reported a position in AXP in Q4 2014 and has held it in 17 quarters since. The position peaked at $868K in Q4 2019. 1,970 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Intersect Capital held 3,712 shares of American Express worth $515K as of Q2 2022.
Intersect Capital bought 28 American Express shares in Q2 2022, an estimated $4.63K.
American Express made up 0.16% of Intersect Capital's portfolio in Q2 2022, its #145 holding.
Intersect Capital first reported a position in American Express in Q4 2014 and has held it in 17 quarters since.
Intersect Capital's American Express position peaked at $868K in Q4 2019.
1,970 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.