Tortoise Index Solutions’s American Express AXP Stock Holding History

Tortoise Index Solutions’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
2022 Q4	–	Sell	-1,983	Closed	-$268K	–	66
2022 Q3	$268K	Sell	1,983 -427	-18%	-$64.6K	0.05%	69
2022 Q2	$334K	Sell	2,410 -38	-2%	-$6.28K	0.06%	75
2022 Q1	$458K	Sell	2,448 -656	-21%	-$118K	0.08%	67
2021 Q4	$508K	Sell	3,104 -807	-21%	-$138K	0.11%	69
2021 Q3	$655K	Buy	+3,911	New	+$654K	0.16%	51
2021 Q2	–	Sell	-4,133	Closed	-$585K	–	106
2021 Q1	$585K	Buy	4,133 +1,021	+33%	+$135K	0.14%	53
2020 Q4	$376K	Sell	3,112 -10	-0.3%	-$1.11K	0.11%	59
2020 Q3	$313K	Buy	3,122 +353	+13%	+$34.7K	0.12%	60
2020 Q2	$264K	Sell	2,769 -1,193	-30%	-$110K	0.09%	61
2020 Q1	$339K	Buy	3,962 +501	+14%	+$58.3K	0.14%	51
2019 Q4	$431K	Buy	3,461 +990	+40%	+$118K	0.09%	52
2019 Q3	$292K	Buy	2,471 +819	+50%	+$100K	0.09%	56
2019 Q2	$204K	Buy	1,652 +6	+0.4%	+$705	0.06%	61
2019 Q1	$180K	Buy	+1,646	New	+$173K	0.05%	66

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tortoise Index Solutions's AXP Position: Q4 2022 in Review

Tortoise Index Solutions sold out of American Express (AXP) in Q4 2022, closing a stake of 1,983 shares — an estimated $268K sold.

Tortoise Index Solutions first reported a position in AXP in Q1 2019 and held it in 14 quarters. The position peaked at $655K in Q3 2021. 2,007 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

Tortoise Index Solutions reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
Tortoise Index Solutions sold 1,983 American Express shares in Q4 2022, an estimated $268K.
Tortoise Index Solutions first reported a position in American Express in Q1 2019 and held it in 14 quarters.
Tortoise Index Solutions's American Express position peaked at $655K in Q3 2021.
2,007 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Tortoise Index Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.