Stelac Advisory Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,632
Closed -$270K 220
2021
Q2
$270K Buy
1,632
+515
+46% +$80.7K 0.06% 186
2021
Q1
$158K Hold
1,117
0.06% 165
2020
Q4
$135K Hold
1,117
0.03% 216
2020
Q3
$112K Buy
+1,117
New +$110K 0.04% 168

Other funds holding AXP

Stelac Advisory Services's AXP Position: Q3 2021 in Review

Stelac Advisory Services sold out of American Express (AXP) in Q3 2021, closing a stake of 1,632 shares — an estimated $270K sold.

Stelac Advisory Services first reported a position in AXP in Q3 2020 and held it in 4 quarters. The position peaked at $270K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Stelac Advisory Services reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
  • Stelac Advisory Services sold 1,632 American Express shares in Q3 2021, an estimated $270K.
  • Stelac Advisory Services first reported a position in American Express in Q3 2020 and held it in 4 quarters.
  • Stelac Advisory Services's American Express position peaked at $270K in Q2 2021.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.