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Rinet Company’s American Express AXP Stock Holding History

Rinet Company’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 		$5.13M Buy
30,648
+15
+0% +$2.51K 0.97% 14
2021
Q2 		$5.06M Buy
30,633
+8
+0% +$1.25K 0.95% 16
2021
Q1 		$4.33M Buy
+30,625
New +$4.05M 0.89% 17

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rinet Company's AXP Position: Q3 2021 in Review

Rinet Company increased its American Express (AXP) stake by 0.05% in Q3 2021, buying an estimated $2.51K and bringing the position to 30,648 shares worth $5.13M. The position accounts for 0.97% of the portfolio, ranked #14.

Rinet Company first reported a position in AXP in Q1 2021 and has held it in 3 quarters since. 1,872 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Rinet Company held 30,648 shares of American Express worth $5.13M as of Q3 2021.
  • Rinet Company bought 15 American Express shares in Q3 2021, an estimated $2.51K.
  • American Express made up 0.97% of Rinet Company's portfolio in Q3 2021, its #14 holding.
  • Rinet Company first reported a position in American Express in Q1 2021 and has held it in 3 quarters since.
  • 1,872 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.