Advocacy Wealth Management Services’s American Express AXP Stock Holding History

Advocacy Wealth Management Services’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	-133	Closed	-$19K	–	46
2022 Q3	$19K	Hold	133	–	–	﹤0.01%	85
2022 Q2	$18K	Sell	133 -31	-19%	-$5.12K	﹤0.01%	89
2022 Q1	$31K	Buy	164 +50	+44%	+$9.03K	0.01%	69
2021 Q4	$19K	Hold	114	–	–	﹤0.01%	94
2021 Q3	$19K	Sell	114 -10	-8%	-$1.67K	﹤0.01%	93
2021 Q2	$20K	Sell	124 -51	-29%	-$7.99K	﹤0.01%	106
2021 Q1	$25K	Hold	175	–	–	0.01%	80
2020 Q4	$21K	Sell	175 -50	-22%	-$5.54K	﹤0.01%	86
2020 Q3	$23K	Sell	225 -28	-11%	-$2.75K	﹤0.01%	75
2020 Q2	$24K	Sell	253 -71	-22%	-$6.54K	﹤0.01%	76
2020 Q1	$25K	Buy	324 +86	+36%	+$10K	0.01%	62
2019 Q4	$30K	Sell	238 -6	-2%	-$717	0.01%	72
2019 Q3	$29K	Hold	244	–	–	0.02%	70
2019 Q2	$30K	Hold	244	–	–	0.02%	62
2019 Q1	$27K	Sell	244 -5	-2%	-$525	0.03%	62
2018 Q4	$24K	Hold	249	–	–	0.02%	73
2018 Q3	$27K	Hold	249	–	–	0.02%	70
2018 Q2	$24K	Hold	249	–	–	0.02%	74
2018 Q1	$23K	Hold	249	–	–	0.02%	76
2017 Q4	$25K	Hold	249	–	–	0.02%	89
2017 Q3	$23K	Hold	249	–	–	0.01%	122
2017 Q2	$21K	Hold	249	–	–	0.01%	128
2017 Q1	$20K	Hold	249	–	–	0.01%	153
2016 Q4	$18K	Buy	249 +30	+14%	+$2.08K	0.01%	149
2016 Q3	$14K	Hold	219	–	–	0.01%	244
2016 Q2	$13K	Sell	219 -28	-11%	-$1.77K	0.01%	278
2016 Q1	$15K	Buy	+247	New	+$14.4K	0.01%	318
2013 Q3	$32K	Buy	402 +297	+283%	+$22.3K	0.09%	137
2013 Q2	$8K	Buy	+105	New	+$7.47K	0.03%	184

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

Advocacy Wealth Management Services's AXP Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of American Express (AXP) in Q4 2022, closing a stake of 133 shares — an estimated $19K sold.

Advocacy Wealth Management Services first reported a position in AXP in Q2 2013 and held it in 29 quarters. The position peaked at $32K in Q3 2013. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

Advocacy Wealth Management Services reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 133 American Express shares in Q4 2022, an estimated $19K.
Advocacy Wealth Management Services first reported a position in American Express in Q2 2013 and held it in 29 quarters.
Advocacy Wealth Management Services's American Express position peaked at $32K in Q3 2013.
2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.