Castle Financial & Retirement Planning Associates’s American Express AXP Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$43K	Buy	+220	New	+$37.5K	0.15%	40

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Castle Financial & Retirement Planning Associates's AXP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in American Express (AXP) in Q4 2021: 220 shares worth $43K. The stake represents 0.15% of the portfolio and ranks #40 among its holdings.

1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Castle Financial & Retirement Planning Associates held 220 shares of American Express worth $43K as of Q4 2021.
American Express was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
American Express made up 0.15% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #40 holding.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.