Kings Point Capital Management’s American Express AXP Stock Holding History

Kings Point Capital 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
2022 Q1	$21.2M	Sell	113,627 -237	-0.2%	-$42.8K	1.85%	9
2021 Q4	$18.6M	Buy	113,864 +1,735	+2%	+$296K	1.52%	18
2021 Q3	$18.8M	Buy	112,129 +1,898	+2%	+$317K	1.67%	15
2021 Q2	$18.2M	Sell	110,231 -1,041	-0.9%	-$163K	1.65%	14
2021 Q1	$15.7M	Buy	111,272 +1,598	+1%	+$211K	1.55%	15
2020 Q4	$13.3M	Buy	109,674 +922	+0.8%	+$102K	1.41%	18
2020 Q3	$10.9M	Buy	108,752 +7,452	+7%	+$733K	1.36%	20
2020 Q2	$9.64M	Buy	101,300 +3,573	+4%	+$329K	1.4%	21
2020 Q1	$8.37M	Buy	97,727 +8,910	+10%	+$1.04M	1.47%	20
2019 Q4	$11.1M	Buy	88,817 +4,170	+5%	+$498K	1.63%	16
2019 Q3	$10M	Sell	84,647 -7,393	-8%	-$907K	1.69%	16
2019 Q2	$11.4M	Buy	92,040 +86	+0.1%	+$10.1K	2.07%	12
2019 Q1	$10.1M	Sell	91,954 -1,436	-2%	-$151K	2%	14
2018 Q4	$8.9M	Sell	93,390 -3,335	-3%	-$349K	1.99%	15
2018 Q3	$10.3M	Sell	96,725 -2,984	-3%	-$310K	1.92%	13
2018 Q2	$9.77M	Sell	99,709 -1,128	-1%	-$111K	1.93%	12
2018 Q1	$9.41M	Buy	100,837 +3,460	+4%	+$335K	1.9%	11
2017 Q4	$9.67M	Buy	97,377 +141	+0.1%	+$13.4K	2.03%	10
2017 Q3	$8.8M	Sell	97,236 -1,274	-1%	-$109K	1.96%	9
2017 Q2	$8.3M	Sell	98,510 -1,936	-2%	-$153K	1.93%	13
2017 Q1	$7.95M	Sell	100,446 -944	-0.9%	-$73.8K	1.86%	16
2016 Q4	$7.51M	Buy	101,390 +101,113	+36,503%	+$7M	1.85%	18
2016 Q3	$18K	Hold	277	–	–	﹤0.01%	260
2016 Q2	$17K	Sell	277 -100	-27%	-$6.33K	﹤0.01%	264
2016 Q1	$23K	Buy	377 +24	+7%	+$1.4K	0.01%	249
2015 Q4	$25K	Hold	353	–	–	0.01%	275
2015 Q3	$26K	Buy	353 +65	+23%	+$5K	0.01%	282
2015 Q2	$22K	Hold	288	–	–	0.01%	293
2015 Q1	$22K	Buy	288 +35	+14%	+$2.91K	0.01%	294
2014 Q4	$24K	Hold	253	–	–	0.01%	270
2014 Q3	$22K	Hold	253	–	–	0.01%	240
2014 Q2	$24K	Buy	+253	New	+$22.8K	0.01%	233

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Kings Point Capital Management's AXP Position: Q1 2022 in Review

Kings Point Capital Management reduced its American Express (AXP) stake by 0.21% in Q1 2022, selling an estimated $42.8K and leaving 113,627 shares worth $21.2M. The position accounts for 1.85% of the portfolio, ranked #9.

Kings Point Capital Management first reported a position in AXP in Q2 2014 and has held it in 32 quarters since. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

Kings Point Capital Management held 113,627 shares of American Express worth $21.2M as of Q1 2022.
Kings Point Capital Management sold 237 American Express shares in Q1 2022, an estimated $42.8K.
American Express made up 1.85% of Kings Point Capital Management's portfolio in Q1 2022, its #9 holding.
Kings Point Capital Management first reported a position in American Express in Q2 2014 and has held it in 32 quarters since.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.