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Whitegate Investment Counselors’s American Express AXP Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-6,854
Closed -$1.15M – 70
2021
Q3 		$1.15M Hold
6,854
– – 0.16% 112
2021
Q2 		$1.13M Sell
6,854
-4
-0.1% -$626 0.16% 112
2021
Q1 		$970K Hold
6,858
– – 0.15% 112
2020
Q4 		$829K Sell
6,858
-600
-8% -$66.5K 0.13% 117
2020
Q3 		$748K Sell
7,458
-5
-0.1% -$492 0.14% 117
2020
Q2 		$710K Hold
7,463
– – 0.14% 118
2020
Q1 		$639K Sell
7,463
-550
-7% -$64K 0.16% 111
2019
Q4 		$998K Sell
8,013
-531
-6% -$63.5K 0.18% 104
2019
Q3 		$1.01M Buy
8,544
+88
+1% +$10.8K 0.2% 101
2019
Q2 		$1.04M Sell
8,456
-25
-0.3% -$2.94K 0.21% 97
2019
Q1 		$927K Hold
8,481
– – 0.19% 100
2018
Q4 		$808K Hold
8,481
– – 0.19% 103
2018
Q3 		$903K Sell
8,481
-50
-0.6% -$5.2K 0.18% 104
2018
Q2 		$836K Hold
8,531
– – 0.17% 104
2018
Q1 		$796K Buy
8,531
+600
+8% +$58.1K 0.17% 108
2017
Q4 		$788K Hold
7,931
– – 0.16% 106
2017
Q3 		$717K Sell
7,931
-100
-1% -$8.59K 0.16% 109
2017
Q2 		$677K Hold
8,031
– – 0.15% 112
2017
Q1 		$635K Sell
8,031
-142
-2% -$11.1K 0.15% 112
2016
Q4 		$605K Sell
8,173
-200
-2% -$13.8K 0.16% 102
2016
Q3 		$536K Hold
8,373
– – 0.15% 108
2016
Q2 		$509K Buy
+8,373
New +$530K 0.14% 106
2014
Q1 		$514K Buy
+8,373
New +$748K 0.14% 109

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitegate Investment Counselors's AXP Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of American Express (AXP) in Q4 2021, closing a stake of 6,854 shares — an estimated $1.15M sold.

Whitegate Investment Counselors first reported a position in AXP in Q1 2014 and held it in 23 quarters. The position peaked at $1.15M in Q3 2021. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 6,854 American Express shares in Q4 2021, an estimated $1.15M.
  • Whitegate Investment Counselors first reported a position in American Express in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's American Express position peaked at $1.15M in Q3 2021.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.