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Parametrica Management’s American Express AXP Stock Holding History

Parametrica 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
2022
Q3 		– Sell
-1,506
Closed -$208K – 73
2022
Q2 		$208K Buy
+1,506
New +$249K 0.23% 124
2020
Q2 		– Sell
-3,797
Closed -$325K – 137
2020
Q1 		$325K Buy
+3,797
New +$442K 0.33% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parametrica Management's AXP Position: Q3 2022 in Review

Parametrica Management sold out of American Express (AXP) in Q3 2022, closing a stake of 1,506 shares — an estimated $208K sold.

Parametrica Management first reported a position in AXP in Q1 2020 and held it in 2 quarters. The position peaked at $325K in Q1 2020. 1,918 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Parametrica Management reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
  • Parametrica Management sold 1,506 American Express shares in Q3 2022, an estimated $208K.
  • Parametrica Management first reported a position in American Express in Q1 2020 and held it in 2 quarters.
  • Parametrica Management's American Express position peaked at $325K in Q1 2020.
  • 1,918 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Parametrica Management's 13F filing for Q3 2022, filed 3 Nov 2022.