Curi Wealth Management’s American Express AXP Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-33	Closed	-$5K	–	231
2022 Q2	$5K	Sell	33 -91	-73%	-$15K	﹤0.01%	445
2022 Q1	$23K	Buy	124 +122	+6,100%	+$22K	﹤0.01%	268
2021 Q4	$0	Buy	+2	New	+$341	﹤0.01%	485
2021 Q1	–	Sell	-67	Closed	-$8K	–	129
2020 Q4	$8K	Buy	+67	New	+$7.42K	0.01%	271

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

Curi Wealth Management's AXP Position: Q3 2022 in Review

Curi Wealth Management sold out of American Express (AXP) in Q3 2022, closing a stake of 33 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in AXP in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q1 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Curi Wealth Management reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 33 American Express shares in Q3 2022, an estimated $5K.
Curi Wealth Management first reported a position in American Express in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's American Express position peaked at $23K in Q1 2022.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.