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Jenkins Wealth’s American Express AXP Stock Holding History

Jenkins Wealth’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 		$206K Buy
+1,069
New +$182K 0.07% 27

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jenkins Wealth's AXP Position: Q4 2021 in Review

Jenkins Wealth opened a new position in American Express (AXP) in Q4 2021: 1,069 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #27 among its holdings.

1,999 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Jenkins Wealth held 1,069 shares of American Express worth $206K as of Q4 2021.
  • American Express was a new Jenkins Wealth position in Q4 2021.
  • American Express made up 0.07% of Jenkins Wealth's portfolio in Q4 2021, its #27 holding.
  • 1,999 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Jenkins Wealth's 13F filing for Q4 2021, filed 16 Feb 2022.