PSIWM
AXP icon

Paradigm Strategies in Wealth Management’s American Express AXP Stock Holding History

Paradigm Strategies in Wealth 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 		– Sell
-100
Closed -$17K – 65
2021
Q2 		$17K Hold
100
– – 0.02% 142
2021
Q1 		$14K Buy
+100
New +$13.2K 0.01% 143

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Paradigm Strategies in Wealth Management's AXP Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of American Express (AXP) in Q3 2021, closing a stake of 100 shares — an estimated $17K sold.

Paradigm Strategies in Wealth Management first reported a position in AXP in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 100 American Express shares in Q3 2021, an estimated $17K.
  • Paradigm Strategies in Wealth Management first reported a position in American Express in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's American Express position peaked at $17K in Q2 2021.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.