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Quantamental Technologies’s American Express AXP Stock Holding History

Quantamental Technologies’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
-9,380
Closed -$1.3M – 499
2022
Q2 		$1.3M Buy
+9,380
New +$1.55M 0.59% 27
2022
Q1 		– Sell
-3,262
Closed -$534K – 375
2021
Q4 		$534K Buy
3,262
+1,787
+121% +$305K 0.27% 136
2021
Q3 		$247K Buy
+1,475
New +$247K 0.17% 218
2020
Q2 		– Sell
-3,300
Closed -$283K – 275
2020
Q1 		$283K Buy
+3,300
New +$384K 0.66% 64

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

Quantamental Technologies's AXP Position: Q3 2022 in Review

Quantamental Technologies sold out of American Express (AXP) in Q3 2022, closing a stake of 9,380 shares — an estimated $1.3M sold.

Quantamental Technologies first reported a position in AXP in Q1 2020 and held it in 4 quarters. The position peaked at $1.3M in Q2 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Quantamental Technologies reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
  • Quantamental Technologies sold 9,380 American Express shares in Q3 2022, an estimated $1.3M.
  • Quantamental Technologies first reported a position in American Express in Q1 2020 and held it in 4 quarters.
  • Quantamental Technologies's American Express position peaked at $1.3M in Q2 2022.
  • 1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Quantamental Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.