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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
2019
Q3 		– Sell
-100
Closed -$12K – 449
2019
Q2 		$12K Buy
+100
New +$11.7K ﹤0.01% 383

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.