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Baron Financial Group’s American Express AXP Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-721
Closed -$99.9K – 63
2022
Q2 		$99.9K Hold
721
– – 0.07% 58
2022
Q1 		$135K Hold
721
– – 0.08% 55
2021
Q4 		$118K Hold
721
– – 0.07% 62
2021
Q3 		$121K Hold
721
– – 0.07% 59
2021
Q2 		$119K Hold
721
– – 0.07% 61
2021
Q1 		$102K Buy
721
+240
+50% +$31.7K 0.07% 65
2020
Q4 		$58.2K Hold
481
– – 0.05% 82
2020
Q3 		$48.2K Buy
+481
New +$47.3K 0.05% 86

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

Baron Financial Group's AXP Position: Q3 2022 in Review

Baron Financial Group sold out of American Express (AXP) in Q3 2022, closing a stake of 721 shares — an estimated $99.9K sold.

Baron Financial Group first reported a position in AXP in Q3 2020 and held it in 8 quarters. The position peaked at $135K in Q1 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Baron Financial Group reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 721 American Express shares in Q3 2022, an estimated $99.9K.
  • Baron Financial Group first reported a position in American Express in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's American Express position peaked at $135K in Q1 2022.
  • 1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.