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Cahill Financial Advisors’s American Express AXP Stock Holding History

Cahill Financial Advisors’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
Q1 		– Sell
-1,976
Closed -$323K – 222
2021
Q4 		$323K Buy
1,976
+1
+0.1% +$171 0.06% 185
2021
Q3 		$331K Sell
1,975
-475
-19% -$79.4K 0.07% 177
2021
Q2 		$405K Buy
2,450
+1
+0% +$157 0.09% 157
2021
Q1 		$347K Hold
2,449
– – 0.08% 159
2020
Q4 		$296K Buy
2,449
+57
+2% +$6.31K 0.07% 164
2020
Q3 		$240K Buy
2,392
+1
+0% +$98 0.09% 148
2020
Q2 		$228K Buy
+2,391
New +$220K 0.09% 147
2020
Q1 		– Sell
-2,320
Closed -$289K – 147
2019
Q4 		$289K Hold
2,320
– – 0.11% 136
2019
Q3 		$275K Buy
2,320
+201
+9% +$24.6K 0.11% 136
2019
Q2 		$262K Buy
+2,119
New +$249K 0.1% 138
2015
Q1 		– Sell
-4,205
Closed -$392K – 100
2014
Q4 		$392K Buy
4,205
+135
+3% +$12.1K 0.3% 75
2014
Q3 		$357K Sell
4,070
-165
-4% -$14.9K 0.29% 76
2014
Q2 		$402K Hold
4,235
– – 0.31% 74
2014
Q1 		$382K Buy
4,235
+300
+8% +$26.8K 0.33% 67
2013
Q4 		$358K Buy
+3,935
New +$323K 0.31% 75

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Cahill Financial Advisors's AXP Position: Q1 2022 in Review

Cahill Financial Advisors sold out of American Express (AXP) in Q1 2022, closing a stake of 1,976 shares — an estimated $323K sold.

Cahill Financial Advisors first reported a position in AXP in Q4 2013 and held it in 15 quarters. The position peaked at $405K in Q2 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Cahill Financial Advisors reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,976 American Express shares in Q1 2022, an estimated $323K.
  • Cahill Financial Advisors first reported a position in American Express in Q4 2013 and held it in 15 quarters.
  • Cahill Financial Advisors's American Express position peaked at $405K in Q2 2021.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Cahill Financial Advisors's 13F filing for Q1 2022, filed 12 May 2022.