Optimal Asset Management’s American Express AXP Stock Holding History

Optimal Asset 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 Q3	$523K	Hold	3,124	–	–	0.07%	301
2021 Q2	$516K	Hold	3,124	–	–	0.06%	311
2021 Q1	$442K	Buy	+3,124	New	+$413K	0.06%	306

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Optimal Asset Management's AXP Position: Q3 2021 in Review

Optimal Asset Management held its American Express (AXP) position steady in Q3 2021 at 3,124 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #301.

Optimal Asset Management first reported a position in AXP in Q1 2021 and has held it in 3 quarters since. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Optimal Asset Management held 3,124 shares of American Express worth $523K as of Q3 2021.
Optimal Asset Management left its American Express share count unchanged in Q3 2021.
American Express made up 0.07% of Optimal Asset Management's portfolio in Q3 2021, its #301 holding.
Optimal Asset Management first reported a position in American Express in Q1 2021 and has held it in 3 quarters since.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.