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Sonora Investment Management’s American Express AXP Stock Holding History

Sonora Investment 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 		$35K Sell
207
-103
-33% -$17.2K ﹤0.01% 496
2021
Q2 		$51K Buy
310
+22
+8% +$3.45K 0.01% 392
2021
Q1 		$41K Buy
288
+40
+16% +$5.29K ﹤0.01% 680
2020
Q4 		$30K Buy
248
+11
+5% +$1.22K ﹤0.01% 747
2020
Q3 		$24K Hold
237
– – ﹤0.01% 829
2020
Q2 		$23K Hold
237
– – ﹤0.01% 733
2020
Q1 		$20K Sell
237
-97
-29% -$11.3K ﹤0.01% 758
2019
Q4 		$42K Buy
+334
New +$39.9K ﹤0.01% 611
2019
Q3 		– Sell
-423
Closed -$52K – 1700
2019
Q2 		$52K Buy
423
+153
+57% +$18K 0.01% 505
2019
Q1 		$30K Hold
270
– – ﹤0.01% 633
2018
Q4 		$26K Hold
270
– – ﹤0.01% 535
2018
Q3 		$29K Sell
270
-75
-22% -$7.8K ﹤0.01% 518
2018
Q2 		$34K Buy
345
+50
+17% +$4.91K 0.01% 473
2018
Q1 		$27.5K Buy
295
+25
+9% +$2.42K ﹤0.01% 488
2017
Q4 		$26.8K Buy
+270
New +$25.7K ﹤0.01% 513
2017
Q3 		– Sell
-325
Closed -$27.4K – 1173
2017
Q2 		$27.4K Hold
325
– – 0.01% 438
2017
Q1 		$25.7K Buy
325
+225
+225% +$17.6K 0.01% 449
2016
Q4 		$7.41K Sell
100
-35
-26% -$2.42K ﹤0.01% 658
2016
Q3 		$8.64K Buy
135
+35
+35% +$2.25K ﹤0.01% 617
2016
Q2 		$6.08K Hold
100
– – ﹤0.01% 665
2016
Q1 		$6.57K Buy
+100
New +$5.82K ﹤0.01% 696
2015
Q4 		– Sell
-162
Closed -$12K – 816
2015
Q3 		$12K Buy
+162
New +$12.5K ﹤0.01% 430

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

Sonora Investment Management's AXP Position: Q3 2021 in Review

Sonora Investment Management reduced its American Express (AXP) stake by 33% in Q3 2021, selling an estimated $17.2K and leaving 207 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Sonora Investment Management first reported a position in AXP in Q3 2015 and has held it in 22 quarters since. The position peaked at $52K in Q2 2019. 1,871 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Sonora Investment Management held 207 shares of American Express worth $35K as of Q3 2021.
  • Sonora Investment Management sold 103 American Express shares in Q3 2021, an estimated $17.2K.
  • American Express made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #496 holding.
  • Sonora Investment Management first reported a position in American Express in Q3 2015 and has held it in 22 quarters since.
  • Sonora Investment Management's American Express position peaked at $52K in Q2 2019.
  • 1,871 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.