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NuWave Investment Management’s American Express AXP Stock Holding History

NuWave Investment 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
-3,928
Closed -$556K – 329
2021
Q1 		$556K Sell
3,928
-2,342
-37% -$309K 0.7% 38
2020
Q4 		$758K Buy
6,270
+6,266
+156,650% +$694K 0.99% 22
2020
Q3 		$0 Sell
4
-138
-97% -$13.6K ﹤0.01% 532
2020
Q2 		$14K Buy
+142
New +$13.1K 0.02% 298
2020
Q1 		– Sell
-588
Closed -$73K – 215
2019
Q4 		$73K Sell
588
-9,134
-94% -$1.09M 0.07% 235
2019
Q3 		$1.14M Sell
9,722
-1,154
-11% -$142K 1.14% 15
2019
Q2 		$1.34M Buy
10,876
+2,060
+23% +$242K 1.41% 9
2019
Q1 		$963K Buy
8,816
+6,111
+226% +$642K 1.13% 16
2018
Q4 		$258K Buy
2,705
+522
+24% +$54.6K 0.44% 87
2018
Q3 		$232K Buy
2,183
+194
+10% +$20.2K 0.35% 118
2018
Q2 		$194K Buy
1,989
+1,048
+111% +$103K 0.25% 136
2018
Q1 		$87K Buy
941
+875
+1,326% +$84.8K 0.14% 171
2017
Q4 		$7K Buy
+66
New +$6.29K 0.01% 269
2014
Q3 		$217K Sell
2,484
-1,309
-35% -$118K 0.62% 65
2014
Q2 		$360K Buy
3,793
+591
+18% +$53.3K 0.93% 25
2014
Q1 		$288K Buy
3,202
+3,157
+7,016% +$282K 0.85% 39
2013
Q4 		$4K Sell
45
-13,019
-100% -$1.07M ﹤0.01% 268
2013
Q3 		$986K Buy
13,064
+12,917
+8,787% +$972K 0.9% 36
2013
Q2 		$11K Buy
+147
New +$10.5K 0.01% 254

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
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

NuWave Investment Management's AXP Position: Q2 2021 in Review

NuWave Investment Management sold out of American Express (AXP) in Q2 2021, closing a stake of 3,928 shares — an estimated $556K sold.

NuWave Investment Management first reported a position in AXP in Q2 2013 and held it in 19 quarters. The position peaked at $1.34M in Q2 2019. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • NuWave Investment Management reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • NuWave Investment Management sold 3,928 American Express shares in Q2 2021, an estimated $556K.
  • NuWave Investment Management first reported a position in American Express in Q2 2013 and held it in 19 quarters.
  • NuWave Investment Management's American Express position peaked at $1.34M in Q2 2019.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on NuWave Investment Management's 13F filing for Q2 2021, filed 16 Jul 2021.