Clearview Wealth Advisors’s American Express AXP Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-248	Closed	-$43.3K	–	157
2023 Q2	$43.3K	Buy	248 +11	+5%	+$1.77K	0.04%	201
2023 Q1	$39.2K	Buy	237 +11	+5%	+$1.82K	0.04%	211
2022 Q4	$33.5K	Hold	226	–	–	0.03%	192
2022 Q3	$30K	Buy	226 +1	+0.4%	+$151	0.02%	208
2022 Q2	$31K	Buy	225 +1	+0.4%	+$165	0.02%	229
2022 Q1	$42K	Hold	224	–	–	0.03%	216
2021 Q4	$37K	Hold	224	–	–	0.02%	258
2021 Q3	$37K	Buy	224 +1	+0.4%	+$167	0.02%	265
2021 Q2	$37K	Buy	223 +1	+0.5%	+$157	0.02%	272
2021 Q1	$31K	Buy	222 +1	+0.5%	+$132	0.02%	280
2020 Q4	$27K	Buy	+221	New	+$24.5K	0.02%	264

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

Clearview Wealth Advisors's AXP Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of American Express (AXP) in Q3 2023, closing a stake of 248 shares — an estimated $43.3K sold.

Clearview Wealth Advisors first reported a position in AXP in Q4 2020 and held it in 11 quarters. The position peaked at $43.3K in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Clearview Wealth Advisors reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 248 American Express shares in Q3 2023, an estimated $43.3K.
Clearview Wealth Advisors first reported a position in American Express in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's American Express position peaked at $43.3K in Q2 2023.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.