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MD Financial Management’s American Express AXP Stock Holding History

MD Financial 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
2021
Q2 		– Sell
-18,196
Closed -$2.57M – 303
2021
Q1 		$2.57M Buy
+18,196
New +$2.4M 0.08% 104

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

MD Financial Management's AXP Position: Q2 2021 in Review

MD Financial Management sold out of American Express (AXP) in Q2 2021, closing a stake of 18,196 shares — an estimated $2.57M sold.

MD Financial Management first reported a position in AXP in Q1 2021 and held it in 1 quarter. The position peaked at $2.57M in Q1 2021. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • MD Financial Management reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • MD Financial Management sold 18,196 American Express shares in Q2 2021, an estimated $2.57M.
  • MD Financial Management first reported a position in American Express in Q1 2021 and held it in 1 quarter.
  • MD Financial Management's American Express position peaked at $2.57M in Q1 2021.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on MD Financial Management's 13F filing for Q2 2021, filed 21 Jul 2021.