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MACRO Consulting Group’s American Express AXP Stock Holding History

MACRO Consulting Group’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
Q2 		$2.57M Sell
15,570
-277
-2% -$43.4K 1.32% 16
2021
Q1 		$2.24M Buy
15,847
+191
+1% +$25.2K 1.21% 22
2020
Q4 		$1.9M Buy
15,656
+367
+2% +$40.6K 1.1% 33
2020
Q3 		$1.39M Buy
15,289
+711
+5% +$69.9K 0.92% 40
2020
Q2 		$1.39M Buy
14,578
+158
+1% +$14.5K 0.96% 42
2020
Q1 		$1.25M Buy
+14,420
New +$1.68M 0.96% 40

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MACRO Consulting Group's AXP Position: Q2 2021 in Review

MACRO Consulting Group reduced its American Express (AXP) stake by 1.7% in Q2 2021, selling an estimated $43.4K and leaving 15,570 shares worth $2.57M. The position accounts for 1.32% of the portfolio, ranked #16.

MACRO Consulting Group first reported a position in AXP in Q1 2020 and has held it in 6 quarters since. 1,844 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • MACRO Consulting Group held 15,570 shares of American Express worth $2.57M as of Q2 2021.
  • MACRO Consulting Group sold 277 American Express shares in Q2 2021, an estimated $43.4K.
  • American Express made up 1.32% of MACRO Consulting Group's portfolio in Q2 2021, its #16 holding.
  • MACRO Consulting Group first reported a position in American Express in Q1 2020 and has held it in 6 quarters since.
  • 1,844 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.