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Paradigm Financial Advisors’s American Express AXP Stock Holding History

Paradigm Financial Advisors’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
Q4 		$210K Hold
1,285
– – 0.05% 202
2021
Q3 		$215K Hold
1,285
– – 0.05% 200
2021
Q2 		$212K Buy
+1,285
New +$201K 0.05% 198
2014
Q2 		– Sell
-462
Closed -$42K – 93
2014
Q1 		$42K Sell
462
-822
-64% -$73.4K 0.04% 128
2013
Q4 		$116K Buy
+1,284
New +$105K 0.11% 94

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paradigm Financial Advisors's AXP Position: Q4 2021 in Review

Paradigm Financial Advisors held its American Express (AXP) position steady in Q4 2021 at 1,285 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #202.

Paradigm Financial Advisors first reported a position in AXP in Q4 2013 and has held it in 5 quarters since. The position peaked at $215K in Q3 2021. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Paradigm Financial Advisors held 1,285 shares of American Express worth $210K as of Q4 2021.
  • Paradigm Financial Advisors left its American Express share count unchanged in Q4 2021.
  • American Express made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #202 holding.
  • Paradigm Financial Advisors first reported a position in American Express in Q4 2013 and has held it in 5 quarters since.
  • Paradigm Financial Advisors's American Express position peaked at $215K in Q3 2021.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.