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TRUADVICE’s American Express AXP Stock Holding History

TRUADVICE’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
-1,977
Closed -$342K – 131
2021
Q2 		$342K Buy
1,977
+22
+1% +$3.45K 0.07% 221
2021
Q1 		$302K Sell
1,955
-1,494
-43% -$197K 0.09% 200
2020
Q4 		$393K Sell
3,449
-346
-9% -$38.3K 0.12% 165
2020
Q3 		$392K Buy
+3,795
New +$373K 0.16% 127

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

TRUADVICE's AXP Position: Q3 2021 in Review

TRUADVICE sold out of American Express (AXP) in Q3 2021, closing a stake of 1,977 shares — an estimated $342K sold.

TRUADVICE first reported a position in AXP in Q3 2020 and held it in 4 quarters. The position peaked at $393K in Q4 2020. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • TRUADVICE reported no remaining American Express position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 1,977 American Express shares in Q3 2021, an estimated $342K.
  • TRUADVICE first reported a position in American Express in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's American Express position peaked at $393K in Q4 2020.
  • 1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.