Synergy Asset Management’s American Express AXP Stock Holding History

Synergy Asset 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	-3,101	Closed	-$512K	–	101
2021 Q2	$512K	Hold	3,101	–	–	0.14%	60
2021 Q1	$439K	Sell	3,101 -100	-3%	-$13.2K	0.13%	65
2020 Q4	$387K	Buy	+3,201	New	+$355K	0.12%	59

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Asset Management's AXP Position: Q3 2021 in Review

Synergy Asset Management sold out of American Express (AXP) in Q3 2021, closing a stake of 3,101 shares — an estimated $512K sold.

Synergy Asset Management first reported a position in AXP in Q4 2020 and held it in 3 quarters. The position peaked at $512K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Synergy Asset Management reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
Synergy Asset Management sold 3,101 American Express shares in Q3 2021, an estimated $512K.
Synergy Asset Management first reported a position in American Express in Q4 2020 and held it in 3 quarters.
Synergy Asset Management's American Express position peaked at $512K in Q2 2021.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

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