Aspen Wealth Strategies’s American Express AXP Stock Holding History

Aspen Wealth Strategies’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 Q2	–	Sell	-3,068	Closed	-$506K	–	77
2023 Q1	$506K	Sell	3,068 -30	-1%	-$4.98K	0.39%	36
2022 Q4	$458K	Buy	+3,098	New	+$459K	0.37%	41

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

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

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

Aspen Wealth Strategies's AXP Position: Q2 2023 in Review

Aspen Wealth Strategies sold out of American Express (AXP) in Q2 2023, closing a stake of 3,068 shares — an estimated $506K sold.

Aspen Wealth Strategies first reported a position in AXP in Q4 2022 and held it in 2 quarters. The position peaked at $506K in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Aspen Wealth Strategies reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Aspen Wealth Strategies sold 3,068 American Express shares in Q2 2023, an estimated $506K.
Aspen Wealth Strategies first reported a position in American Express in Q4 2022 and held it in 2 quarters.
Aspen Wealth Strategies's American Express position peaked at $506K in Q1 2023.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Aspen Wealth Strategies's 13F filing for Q2 2023, filed 2 Aug 2023.