Quest Capital Management’s American Express AXP Stock Holding History

Quest Capital 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 Q4	$342K	Sell	2,090 -386	-16%	-$65.8K	0.06%	219
2021 Q3	$415K	Sell	2,476 -105	-4%	-$17.6K	0.08%	160
2021 Q2	$426K	Sell	2,581 -105	-4%	-$16.4K	0.08%	158
2021 Q1	$380K	Buy	2,686 +75	+3%	+$9.91K	0.08%	160
2020 Q4	$316K	Sell	2,611 -620	-19%	-$68.7K	0.07%	168
2020 Q3	$324K	Sell	3,231 -80	-2%	-$7.87K	0.09%	141
2020 Q2	$315K	Sell	3,311 -71	-2%	-$6.54K	0.09%	135
2020 Q1	$290K	Sell	3,382 -1,743	-34%	-$203K	0.1%	123
2019 Q4	$638K	Sell	5,125 -31	-0.6%	-$3.71K	0.15%	83
2019 Q3	$610K	Sell	5,156 -406	-7%	-$49.8K	0.15%	88
2019 Q2	$687K	Sell	5,562 -207	-4%	-$24.3K	0.18%	76
2019 Q1	$633K	Buy	+5,769	New	+$606K	0.16%	85

Other funds holding AXP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quest Capital Management's AXP Position: Q4 2021 in Review

Quest Capital Management reduced its American Express (AXP) stake by 16% in Q4 2021, selling an estimated $65.8K and leaving 2,090 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #219.

Quest Capital Management first reported a position in AXP in Q1 2019 and has held it in 12 quarters since. The position peaked at $687K in Q2 2019. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Quest Capital Management held 2,090 shares of American Express worth $342K as of Q4 2021.
Quest Capital Management sold 386 American Express shares in Q4 2021, an estimated $65.8K.
American Express made up 0.06% of Quest Capital Management's portfolio in Q4 2021, its #219 holding.
Quest Capital Management first reported a position in American Express in Q1 2019 and has held it in 12 quarters since.
Quest Capital Management's American Express position peaked at $687K in Q2 2019.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.