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B. Riley Wealth Management’s American Express AXP Stock Holding History

B. Riley Wealth Management’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
Q2 		$550 Buy
3,970
+529
+15% +$87.4K ﹤0.01% 396
2022
Q1 		$643K Sell
3,441
-186
-5% -$33.6K 0.05% 285
2021
Q4 		$593K Buy
3,627
+254
+8% +$43.3K 0.04% 307
2021
Q3 		$565K Buy
3,373
+56
+2% +$9.36K 0.04% 307
2021
Q2 		$548K Sell
3,317
-1,164
-26% -$182K 0.06% 219
2021
Q1 		$634K Sell
4,481
-1,725
-28% -$228K 0.07% 196
2020
Q4 		$750K Buy
6,206
+695
+13% +$77K 0.1% 166
2020
Q3 		$552K Buy
5,511
+3,219
+140% +$317K 0.07% 212
2020
Q2 		$218K Sell
2,292
-3,107
-58% -$286K 0.02% 355
2020
Q1 		$462K Buy
5,399
+3,725
+223% +$433K 0.05% 278
2019
Q4 		$208K Buy
1,674
+1,494
+830% +$179K 0.03% 357
2019
Q3 		$21K Buy
+180
New +$22.1K ﹤0.01% 386
2019
Q1 		– Sell
-3,615
Closed -$345K – 399
2018
Q4 		$345K Buy
3,615
+82
+2% +$8.58K 0.07% 229
2018
Q3 		$376K Buy
+3,533
New +$367K 0.09% 186
2015
Q3 		– Sell
-233
Closed -$18K – 189
2015
Q2 		$18K Sell
233
-609
-72% -$48.3K 0.01% 622
2015
Q1 		$65K Buy
842
+151
+22% +$12.5K 0.05% 367
2014
Q4 		$64K Buy
691
+50
+8% +$4.48K 0.05% 347
2014
Q3 		$56K Sell
641
-39
-6% -$3.51K 0.04% 387
2014
Q2 		$64K Hold
680
– – 0.04% 421
2014
Q1 		$61K Buy
+680
New +$60.7K 0.05% 404

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's AXP Position: Q2 2022 in Review

B. Riley Wealth Management increased its American Express (AXP) stake by 15% in Q2 2022, buying an estimated $87.4K and bringing the position to 3,970 shares worth $550. The position accounts for ﹤0.01% of the portfolio, ranked #396.

B. Riley Wealth Management first reported a position in AXP in Q1 2014 and has held it in 20 quarters since. The position peaked at $750K in Q4 2020. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

  • B. Riley Wealth Management held 3,970 shares of American Express worth $550 as of Q2 2022.
  • B. Riley Wealth Management bought 529 American Express shares in Q2 2022, an estimated $87.4K.
  • American Express made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #396 holding.
  • B. Riley Wealth Management first reported a position in American Express in Q1 2014 and has held it in 20 quarters since.
  • B. Riley Wealth Management's American Express position peaked at $750K in Q4 2020.
  • 1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.