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Ahrens Investment Partners’s American Express AXP Stock Holding History

Ahrens Investment Partners’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 		$2.8K Buy
+17
New +$2.82K ﹤0.01% 848
2022
Q3 		– Sell
-217
Closed -$30K – 217
2022
Q2 		$30K Hold
217
– – 0.01% 422
2022
Q1 		$41K Buy
217
+200
+1,176% +$36.1K 0.01% 429
2021
Q4 		$3K Buy
+17
New +$2.9K ﹤0.01% 927

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ahrens Investment Partners's AXP Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in American Express (AXP) in Q1 2023: 17 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in AXP as recently as Q2 2022.

Ahrens Investment Partners first reported a position in AXP in Q4 2021 and has held it in 4 quarters since. The position peaked at $41K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Ahrens Investment Partners held 17 shares of American Express worth $2.8K as of Q1 2023.
  • American Express was a new Ahrens Investment Partners position in Q1 2023.
  • American Express made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #848 holding.
  • Ahrens Investment Partners first reported a position in American Express in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's American Express position peaked at $41K in Q1 2022.
  • 2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.