CFO4Life’s American Express AXP Stock Holding History

CFO4Life’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 Q4	$654K	Buy	+4,426	New	+$656K	0.14%	87

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

CFO4Life's AXP Position: Q4 2022 in Review

CFO4Life opened a new position in American Express (AXP) in Q4 2022: 4,426 shares worth $654K. The stake represents 0.14% of the portfolio and ranks #87 among its holdings.

2,008 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

CFO4Life held 4,426 shares of American Express worth $654K as of Q4 2022.
American Express was a new CFO4Life position in Q4 2022.
American Express made up 0.14% of CFO4Life's portfolio in Q4 2022, its #87 holding.
2,008 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.