Copperwynd Financial’s American Express AXP Stock Holding History

Copperwynd Financial’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 Q2	–	Sell	-11,994	Closed	-$1.98M	–	140
2023 Q1	$1.98M	Buy	+11,994	New	+$1.99M	1.01%	19

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

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

Copperwynd Financial's AXP Position: Q2 2023 in Review

Copperwynd Financial sold out of American Express (AXP) in Q2 2023, closing a stake of 11,994 shares — an estimated $1.98M sold.

Copperwynd Financial first reported a position in AXP in Q1 2023 and held it in 1 quarter. The position peaked at $1.98M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Copperwynd Financial reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Copperwynd Financial sold 11,994 American Express shares in Q2 2023, an estimated $1.98M.
Copperwynd Financial first reported a position in American Express in Q1 2023 and held it in 1 quarter.
Copperwynd Financial's American Express position peaked at $1.98M in Q1 2023.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Copperwynd Financial's 13F filing for Q2 2023, filed 8 Aug 2023.