Ironwood Financial’s American Express AXP Stock Holding History

Ironwood Financial’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	-343	Closed	-$57K	–	159
2021 Q3	$57K	Hold	343	–	–	0.02%	190
2021 Q2	$57K	Hold	343	–	–	0.02%	180
2021 Q1	$49K	Hold	343	–	–	0.02%	175
2020 Q4	$41K	Hold	343	–	–	0.02%	175
2020 Q3	$34K	Hold	343	–	–	0.02%	140
2020 Q2	$33K	Hold	343	–	–	0.02%	133
2020 Q1	$29K	Sell	343 -388	-53%	-$45.1K	0.02%	119
2019 Q4	$91K	Hold	731	–	–	0.04%	81
2019 Q3	$86K	Hold	731	–	–	0.04%	83
2019 Q2	$90K	Hold	731	–	–	0.04%	82
2019 Q1	$80K	Hold	731	–	–	0.04%	86
2018 Q4	$70K	Buy	731 +119	+19%	+$12.5K	0.04%	84
2018 Q3	$65K	Buy	+612	New	+$63.6K	0.03%	89
2015 Q1	–	Sell	-4	Closed	–	–	330
2014 Q4	$0	Buy	+4	New	+$359	﹤0.01%	311

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

Ironwood Financial's AXP Position: Q4 2021 in Review

Ironwood Financial sold out of American Express (AXP) in Q4 2021, closing a stake of 343 shares — an estimated $57K sold.

Ironwood Financial first reported a position in AXP in Q4 2014 and held it in 14 quarters. The position peaked at $91K in Q4 2019. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Ironwood Financial reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 343 American Express shares in Q4 2021, an estimated $57K.
Ironwood Financial first reported a position in American Express in Q4 2014 and held it in 14 quarters.
Ironwood Financial's American Express position peaked at $91K in Q4 2019.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.