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MYCIO Wealth Partners’s American Express AXP Stock Holding History

MYCIO Wealth Partners’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
-1,282
Closed -$212K – 42
2021
Q2 		$212K Buy
+1,282
New +$201K 0.09% 36
2020
Q1 		– Sell
-3,757
Closed -$468K – 55
2019
Q4 		$468K Sell
3,757
-505
-12% -$60.4K 0.03% 204
2019
Q3 		$504K Buy
4,262
+123
+3% +$15.1K 0.04% 180
2019
Q2 		$511K Sell
4,139
-741
-15% -$87K 0.04% 165
2019
Q1 		$533K Buy
4,880
+752
+18% +$79K 0.04% 156
2018
Q4 		$394K Buy
4,128
+51
+1% +$5.34K 0.04% 174
2018
Q3 		$434K Hold
4,077
– – 0.04% 170
2018
Q2 		$400K Buy
4,077
+660
+19% +$64.9K 0.04% 177
2018
Q1 		$319K Sell
3,417
-81
-2% -$7.85K 0.04% 177
2017
Q4 		$347K Sell
3,498
-204
-6% -$19.4K 0.04% 176
2017
Q3 		$335K Sell
3,702
-117
-3% -$10.1K 0.04% 178
2017
Q2 		$322K Sell
3,819
-641
-14% -$50.7K 0.04% 169
2017
Q1 		$353K Buy
4,460
+679
+18% +$53.1K 0.04% 159
2016
Q4 		$280K Buy
3,781
+2,308
+157% +$160K 0.04% 167
2016
Q3 		$94K Sell
1,473
-165
-10% -$10.6K 0.02% 269
2016
Q2 		$100K Buy
1,638
+65
+4% +$4.12K 0.02% 263
2016
Q1 		$97K Buy
1,573
+100
+7% +$5.82K 0.02% 243
2015
Q4 		$102K Sell
1,473
-27
-2% -$1.97K 0.02% 220
2015
Q3 		$111K Sell
1,500
-14
-0.9% -$1.08K 0.02% 188
2015
Q2 		$118K Buy
1,514
+41
+3% +$3.25K 0.02% 191
2015
Q1 		$115K Buy
1,473
+100
+7% +$8.31K 0.02% 195
2014
Q4 		$128K Hold
1,373
– – 0.03% 175
2014
Q3 		$120K Buy
1,373
+600
+78% +$54K 0.03% 174
2014
Q2 		$73K Hold
773
– – 0.02% 229
2014
Q1 		$70K Hold
773
– – 0.02% 226
2013
Q4 		$70K Hold
773
– – 0.02% 219
2013
Q3 		$58K Hold
773
– – 0.02% 219
2013
Q2 		$58K Buy
+773
New +$55K 0.02% 215

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MYCIO Wealth Partners's AXP Position: Q3 2021 in Review

MYCIO Wealth Partners sold out of American Express (AXP) in Q3 2021, closing a stake of 1,282 shares — an estimated $212K sold.

MYCIO Wealth Partners first reported a position in AXP in Q2 2013 and held it in 28 quarters. The position peaked at $533K in Q1 2019. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • MYCIO Wealth Partners reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,282 American Express shares in Q3 2021, an estimated $212K.
  • MYCIO Wealth Partners first reported a position in American Express in Q2 2013 and held it in 28 quarters.
  • MYCIO Wealth Partners's American Express position peaked at $533K in Q1 2019.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on MYCIO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.