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Spark Investment Management’s American Express AXP Stock Holding History

Spark 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 		– Sell
-1,300
Closed -$214K – 36
2021
Q2 		$214K Buy
+1,300
New +$204K 0.12% 41
2020
Q1 		– Sell
-29,400
Closed -$3.66M – 382
2019
Q4 		$3.66M Buy
29,400
+27,400
+1,370% +$3.27M 0.43% 66
2019
Q3 		$236K Buy
+2,000
New +$245K 0.03% 318
2014
Q4 		– Sell
-7,100
Closed -$621K – 692
2014
Q3 		$621K Hold
7,100
– – 0.09% 298
2014
Q2 		$673K Sell
7,100
-200
-3% -$18K 0.1% 290
2014
Q1 		$657K Buy
+7,300
New +$652K 0.1% 299

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

Spark Investment Management sold out of American Express (AXP) in Q3 2021, closing a stake of 1,300 shares — an estimated $214K sold.

Spark Investment Management first reported a position in AXP in Q1 2014 and held it in 6 quarters. The position peaked at $3.66M in Q4 2019. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Spark Investment Management reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
  • Spark Investment Management sold 1,300 American Express shares in Q3 2021, an estimated $214K.
  • Spark Investment Management first reported a position in American Express in Q1 2014 and held it in 6 quarters.
  • Spark Investment Management's American Express position peaked at $3.66M in Q4 2019.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Spark Investment Management's 13F filing for Q3 2021, filed 10 Nov 2021.