Spectrum Management Group’s American Express AXP Stock Holding History

Spectrum Management Group’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	-66	Closed	-$11K	–	323
2021 Q3	$11K	Buy	66 +54	+450%	+$9.03K	﹤0.01%	269
2021 Q2	$2K	Buy	+12	New	+$1.88K	﹤0.01%	232
2020 Q3	–	Sell	-506	Closed	-$48K	–	256
2020 Q2	$48K	Hold	506	–	–	0.01%	148
2020 Q1	$43K	Sell	506 -670	-57%	-$78K	0.01%	130
2019 Q4	$146K	Hold	1,176	–	–	0.06%	109
2019 Q3	$139K	Hold	1,176	–	–	0.05%	104
2019 Q2	$145K	Buy	+1,176	New	+$138K	0.04%	110
2015 Q1	–	Sell	-4,914	Closed	-$1.22M	–	119
2014 Q4	$1.22M	Buy	4,914 +4,614	+1,538%	+$414K	0.53%	19
2014 Q3	$26K	Hold	300	–	–	0.02%	76
2014 Q2	$28K	Hold	300	–	–	0.02%	77
2014 Q1	$27K	Hold	300	–	–	0.02%	74
2013 Q4	$27K	Buy	+300	New	+$24.6K	0.02%	76

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

Spectrum Management Group's AXP Position: Q4 2021 in Review

Spectrum Management Group sold out of American Express (AXP) in Q4 2021, closing a stake of 66 shares — an estimated $11K sold.

Spectrum Management Group first reported a position in AXP in Q4 2013 and held it in 12 quarters. The position peaked at $1.22M in Q4 2014. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Spectrum Management Group reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
Spectrum Management Group sold 66 American Express shares in Q4 2021, an estimated $11K.
Spectrum Management Group first reported a position in American Express in Q4 2013 and held it in 12 quarters.
Spectrum Management Group's American Express position peaked at $1.22M in Q4 2014.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Spectrum Management Group's 13F filing for Q4 2021, filed 3 Feb 2022.