Washington Capital Management’s American Express AXP Stock Holding History

Washington Capital 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
2023 Q3	–	Sell	-1,862	Closed	-$324K	–	103
2023 Q2	$324K	Hold	1,862	–	–	0.28%	97
2023 Q1	$307K	Hold	1,862	–	–	0.27%	95
2022 Q4	$275K	Hold	1,862	–	–	0.25%	99
2022 Q3	$251K	Hold	1,862	–	–	0.25%	100
2022 Q2	$258K	Hold	1,862	–	–	0.25%	99
2022 Q1	$348K	Hold	1,862	–	–	0.29%	94
2021 Q4	$305K	Hold	1,862	–	–	0.25%	96
2021 Q3	$312K	Hold	1,862	–	–	0.28%	92
2021 Q2	$308K	Hold	1,862	–	–	0.37%	93
2021 Q1	$263K	Hold	1,862	–	–	0.24%	100
2020 Q4	$225K	Buy	+1,862	New	+$206K	0.21%	101
2020 Q1	–	Sell	-1,862	Closed	-$232K	–	94
2019 Q4	$232K	Hold	1,862	–	–	0.2%	99
2019 Q3	$220K	Hold	1,862	–	–	0.22%	96
2019 Q2	$230K	Buy	+1,862	New	+$219K	0.26%	90

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Washington Capital Management's AXP Position: Q3 2023 in Review

Washington Capital Management sold out of American Express (AXP) in Q3 2023, closing a stake of 1,862 shares — an estimated $324K sold.

Washington Capital Management first reported a position in AXP in Q2 2019 and held it in 14 quarters. The position peaked at $348K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Washington Capital Management reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Washington Capital Management sold 1,862 American Express shares in Q3 2023, an estimated $324K.
Washington Capital Management first reported a position in American Express in Q2 2019 and held it in 14 quarters.
Washington Capital Management's American Express position peaked at $348K in Q1 2022.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Washington Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.