Level Four Financial’s American Express AXP Stock Holding History

Level Four 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 Q3	–	Sell	-1,285	Closed	-$212K	–	300
2021 Q2	$212K	Buy	+1,285	New	+$201K	0.09%	284

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Four Financial's AXP Position: Q3 2021 in Review

Level Four Financial sold out of American Express (AXP) in Q3 2021, closing a stake of 1,285 shares — an estimated $212K sold.

Level Four Financial first reported a position in AXP in Q2 2021 and held it in 1 quarter. The position peaked at $212K in Q2 2021. 1,872 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Level Four Financial reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Level Four Financial sold 1,285 American Express shares in Q3 2021, an estimated $212K.
Level Four Financial first reported a position in American Express in Q2 2021 and held it in 1 quarter.
Level Four Financial's American Express position peaked at $212K in Q2 2021.
1,872 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.