Sovarnum Capital’s American Express AXP Stock Holding History

Sovarnum Capital’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	–	Sell	-10,000	Closed	-$1.68M	–	9
2021 Q3	$1.68M	Hold	10,000	–	–	1.58%	29
2021 Q2	$1.65M	Hold	10,000	–	–	1.04%	41
2021 Q1	$1.41M	Sell	10,000 -34,000	-77%	-$4.49M	1.07%	35
2020 Q4	$5.32M	Buy	+44,000	New	+$4.87M	3.73%	3

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

Sovarnum Capital's AXP Position: Q4 2021 in Review

Sovarnum Capital sold out of American Express (AXP) in Q4 2021, closing a stake of 10,000 shares — an estimated $1.68M sold.

Sovarnum Capital first reported a position in AXP in Q4 2020 and held it in 4 quarters. The position peaked at $5.32M in Q4 2020. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Sovarnum Capital reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 10,000 American Express shares in Q4 2021, an estimated $1.68M.
Sovarnum Capital first reported a position in American Express in Q4 2020 and held it in 4 quarters.
Sovarnum Capital's American Express position peaked at $5.32M in Q4 2020.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.