Mizuho Markets Cayman’s American Express AXP Stock Holding History

Mizuho Markets Cayman’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
2024 Q2	–	Sell	-5,727	Closed	-$1.07M	–	31
2024 Q1	$1.07M	Hold	5,727	–	–	0.58%	24
2023 Q4	$1.07M	Buy	5,727 +1,350	+31%	+$217K	0.74%	23
2023 Q3	$653K	Buy	4,377 +2,472	+130%	+$404K	0.26%	35
2023 Q2	$332K	Buy	+1,905	New	+$307K	0.06%	37
2022 Q4	–	Sell	-2,130	Closed	-$287K	–	89
2022 Q3	$287K	Hold	2,130	–	–	0.03%	66
2022 Q2	$295K	Buy	+2,130	New	+$352K	0.03%	74
2022 Q1	–	Sell	-1,931	Closed	-$316K	–	115
2021 Q4	$316K	Buy	+1,931	New	+$329K	0.02%	80
2021 Q2	–	Sell	-7,137	Closed	-$1.01M	–	97
2021 Q1	$1.01M	Sell	7,137 -13,920	-66%	-$1.84M	0.11%	38
2020 Q4	$2.55M	Buy	+21,057	New	+$2.33M	0.31%	23
2020 Q3	–	Sell	-2,871	Closed	-$273K	–	65
2020 Q2	$273K	Buy	+2,871	New	+$264K	0.09%	50

Other funds holding AXP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mizuho Markets Cayman's AXP Position: Q2 2024 in Review

Mizuho Markets Cayman sold out of American Express (AXP) in Q2 2024, closing a stake of 5,727 shares — an estimated $1.07M sold.

Mizuho Markets Cayman first reported a position in AXP in Q2 2020 and held it in 10 quarters. The position peaked at $2.55M in Q4 2020. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Mizuho Markets Cayman reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Mizuho Markets Cayman sold 5,727 American Express shares in Q2 2024, an estimated $1.07M.
Mizuho Markets Cayman first reported a position in American Express in Q2 2020 and held it in 10 quarters.
Mizuho Markets Cayman's American Express position peaked at $2.55M in Q4 2020.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Mizuho Markets Cayman's 13F filing for Q2 2024, filed 31 Jul 2024.