X-Square Capital’s American Express AXP Stock Holding History

X-Square Capital’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
2020 Q4	–	Sell	-2,242	Closed	-$224K	–	107
2020 Q3	$224K	Hold	2,242	–	–	0.16%	84
2020 Q2	$214K	Buy	+2,242	New	+$206K	0.15%	81

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

X-Square Capital's AXP Position: Q4 2020 in Review

X-Square Capital sold out of American Express (AXP) in Q4 2020, closing a stake of 2,242 shares — an estimated $224K sold.

X-Square Capital first reported a position in AXP in Q2 2020 and held it in 2 quarters. The position peaked at $224K in Q3 2020. 1,722 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

X-Square Capital reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
X-Square Capital sold 2,242 American Express shares in Q4 2020, an estimated $224K.
X-Square Capital first reported a position in American Express in Q2 2020 and held it in 2 quarters.
X-Square Capital's American Express position peaked at $224K in Q3 2020.
1,722 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on X-Square Capital's 13F filing for Q4 2020, filed 12 Feb 2021.