Blue Bell Private Wealth Management’s American Express AXP Stock Holding History

Blue Bell Private 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
2023 Q1	–	Sell	-131	Closed	-$19.4K	–	664
2022 Q4	$19.4K	Hold	131	–	–	0.01%	312
2022 Q3	$18K	Hold	131	–	–	0.01%	306
2022 Q2	$18K	Sell	131 -15	-10%	-$2.48K	0.01%	323
2022 Q1	$27K	Buy	146 +131	+873%	+$23.7K	0.01%	287
2021 Q4	$2K	Buy	+15	New	+$2.56K	﹤0.01%	657
2016 Q4	–	Sell	-2,351	Closed	-$151K	–	278
2016 Q3	$151K	Sell	2,351 -141	-6%	-$9.06K	0.09%	109
2016 Q2	$152K	Hold	2,492	–	–	0.1%	107
2016 Q1	$153K	Buy	2,492 +311	+14%	+$18.1K	0.1%	112
2015 Q4	$152K	Buy	2,181 +1	+0%	+$73	0.1%	115
2015 Q3	$162K	Buy	2,180 +140	+7%	+$10.8K	0.11%	110
2015 Q2	$159K	Hold	2,040	–	–	0.1%	112
2015 Q1	$159K	Hold	2,040	–	–	0.1%	114
2014 Q4	$189K	Hold	2,040	–	–	0.11%	102
2014 Q3	$179K	Hold	2,040	–	–	0.11%	114
2014 Q2	$193K	Hold	2,040	–	–	0.12%	105
2014 Q1	$184K	Buy	2,040 +1	+0%	+$89	0.12%	89
2013 Q4	$185K	Buy	+2,039	New	+$168K	0.14%	86

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Blue Bell Private Wealth Management's AXP Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of American Express (AXP) in Q1 2023, closing a stake of 131 shares — an estimated $19.4K sold.

Blue Bell Private Wealth Management first reported a position in AXP in Q4 2013 and held it in 17 quarters. The position peaked at $193K in Q2 2014. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 131 American Express shares in Q1 2023, an estimated $19.4K.
Blue Bell Private Wealth Management first reported a position in American Express in Q4 2013 and held it in 17 quarters.
Blue Bell Private Wealth Management's American Express position peaked at $193K in Q2 2014.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.