Corbenic Partners’s American Express AXP Stock Holding History

Corbenic Partners’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 Q2	$9K	Hold	66	–	–	﹤0.01%	130
2022 Q1	$12K	Hold	66	–	–	﹤0.01%	134
2021 Q4	$11K	Hold	66	–	–	﹤0.01%	164
2021 Q3	$11K	Sell	66 -35	-35%	-$5.85K	﹤0.01%	160
2021 Q2	$17K	Hold	101	–	–	﹤0.01%	138
2021 Q1	$14K	Buy	+101	New	+$13.3K	﹤0.01%	148
2020 Q1	–	Sell	-274	Closed	-$34K	–	185
2019 Q4	$34K	Buy	+274	New	+$32.7K	0.02%	76
2016 Q1	–	Sell	-263	Closed	-$18K	–	169
2015 Q4	$18K	Hold	263	–	–	0.02%	106
2015 Q3	$19K	Hold	263	–	–	0.02%	91
2015 Q2	$20K	Hold	263	–	–	0.02%	78
2015 Q1	$21K	Hold	263	–	–	0.02%	84
2014 Q4	$24K	Buy	+263	New	+$23.6K	0.02%	82

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

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

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

Corbenic Partners's AXP Position: Q2 2022 in Review

Corbenic Partners held its American Express (AXP) position steady in Q2 2022 at 66 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Corbenic Partners first reported a position in AXP in Q4 2014 and has held it in 12 quarters since. The position peaked at $34K in Q4 2019. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Corbenic Partners held 66 shares of American Express worth $9K as of Q2 2022.
Corbenic Partners left its American Express share count unchanged in Q2 2022.
American Express made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #130 holding.
Corbenic Partners first reported a position in American Express in Q4 2014 and has held it in 12 quarters since.
Corbenic Partners's American Express position peaked at $34K in Q4 2019.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.