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Bivin & Associates’s American Express AXP Stock Holding History

Bivin & Associates’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 		$14K Sell
100
-26
-21% -$4.29K 0.02% 148
2022
Q1 		$24K Sell
126
-147
-54% -$26.5K 0.02% 131
2021
Q4 		$45K Buy
+273
New +$46.6K 0.04% 92

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 $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Bivin & Associates's AXP Position: Q2 2022 in Review

Bivin & Associates reduced its American Express (AXP) stake by 21% in Q2 2022, selling an estimated $4.29K and leaving 100 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #148.

Bivin & Associates first reported a position in AXP in Q4 2021 and has held it in 3 quarters since. The position peaked at $45K in Q4 2021. 1,970 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

  • Bivin & Associates held 100 shares of American Express worth $14K as of Q2 2022.
  • Bivin & Associates sold 26 American Express shares in Q2 2022, an estimated $4.29K.
  • American Express made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #148 holding.
  • Bivin & Associates first reported a position in American Express in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's American Express position peaked at $45K in Q4 2021.
  • 1,970 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.