Affiance Financial’s American Express AXP Stock Holding History

Affiance Financial’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 Q1	–	Sell	-120	Closed	-$17.7K	–	124
2022 Q4	$17.7K	Buy	+120	New	+$17.8K	0.01%	251

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Affiance Financial's AXP Position: Q1 2023 in Review

Affiance Financial sold out of American Express (AXP) in Q1 2023, closing a stake of 120 shares — an estimated $17.7K sold.

Affiance Financial first reported a position in AXP in Q4 2022 and held it in 1 quarter. The position peaked at $17.7K in Q4 2022. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Affiance Financial reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 120 American Express shares in Q1 2023, an estimated $17.7K.
Affiance Financial first reported a position in American Express in Q4 2022 and held it in 1 quarter.
Affiance Financial's American Express position peaked at $17.7K in Q4 2022.
2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.