Bosun Asset Management’s American Express AXP Stock Holding History

Bosun Asset 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 Q3	–	Sell	-522	Closed	-$91K	–	102
2023 Q2	$91K	Buy	+522	New	+$84.2K	0.09%	154

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bosun Asset Management's AXP Position: Q3 2023 in Review

Bosun Asset Management sold out of American Express (AXP) in Q3 2023, closing a stake of 522 shares — an estimated $91K sold.

Bosun Asset Management first reported a position in AXP in Q2 2023 and held it in 1 quarter. The position peaked at $91K in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Bosun Asset Management reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Bosun Asset Management sold 522 American Express shares in Q3 2023, an estimated $91K.
Bosun Asset Management first reported a position in American Express in Q2 2023 and held it in 1 quarter.
Bosun Asset Management's American Express position peaked at $91K in Q2 2023.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Bosun Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.