Domani Wealth’s American Express AXP Stock Holding History

Domani Wealth’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 Q1	$815K	Hold	4,939	–	–	0.19%	55
2022 Q4	$730K	Hold	4,939	–	–	0.18%	59
2022 Q3	$666K	Hold	4,939	–	–	0.2%	53
2022 Q2	$685K	Sell	4,939 -180	-4%	-$29.7K	0.19%	55
2022 Q1	$957K	Sell	5,119 -25	-0.5%	-$4.51K	0.21%	49
2021 Q4	$842K	Buy	5,144 +279	+6%	+$47.6K	0.17%	53
2021 Q3	$815K	Sell	4,865 -18	-0.4%	-$3.01K	0.17%	51
2021 Q2	$807K	Sell	4,883 -3,000	-38%	-$470K	0.16%	51
2021 Q1	$1.11M	Buy	7,883 +520	+7%	+$68.7K	0.21%	46
2020 Q4	$890K	Buy	7,363 +130	+2%	+$14.4K	0.18%	49
2020 Q3	$725K	Hold	7,233	–	–	0.16%	55
2020 Q2	$689K	Sell	7,233 -461	-6%	-$42.4K	0.16%	58
2020 Q1	$659K	Buy	7,694 +487	+7%	+$56.7K	0.18%	60
2019 Q4	$897K	Hold	7,207	–	–	0.3%	39
2019 Q3	$852K	Hold	7,207	–	–	0.31%	39
2019 Q2	$890K	Hold	7,207	–	–	0.33%	40
2019 Q1	$788K	Buy	7,207 +205	+3%	+$21.5K	0.32%	40
2018 Q4	$667K	Hold	7,002	–	–	0.31%	42
2018 Q3	$746K	Hold	7,002	–	–	0.32%	38
2018 Q2	$686K	Hold	7,002	–	–	0.31%	39
2018 Q1	$653K	Hold	7,002	–	–	0.28%	43
2017 Q4	$695K	Hold	7,002	–	–	0.3%	43
2017 Q3	$633K	Hold	7,002	–	–	0.27%	49
2017 Q2	$590K	Hold	7,002	–	–	0.24%	54
2017 Q1	$554K	Hold	7,002	–	–	0.22%	58
2016 Q4	$519K	Sell	7,002 -2,998	-30%	-$208K	0.21%	62
2016 Q3	$640K	Buy	10,000 +3,000	+43%	+$193K	0.24%	59
2016 Q2	$425K	Sell	7,000 -215	-3%	-$13.6K	0.17%	71
2016 Q1	$443K	Buy	7,215 +215	+3%	+$12.5K	0.17%	76
2015 Q4	$487K	Sell	7,000 -215	-3%	-$15.6K	0.19%	73
2015 Q3	$535K	Buy	7,215 +215	+3%	+$16.5K	0.29%	50
2015 Q2	$544K	Buy	7,000 +6,453	+1,180%	+$512K	0.3%	49
2015 Q1	$7K	Buy	+547	New	+$45.4K	0.11%	58

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Domani Wealth's AXP Position: Q1 2023 in Review

Domani Wealth held its American Express (AXP) position steady in Q1 2023 at 4,939 shares worth $815K. The position accounts for 0.19% of the portfolio, ranked #55.

Domani Wealth first reported a position in AXP in Q1 2015 and has held it in 33 quarters since. The position peaked at $1.11M in Q1 2021. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Domani Wealth held 4,939 shares of American Express worth $815K as of Q1 2023.
Domani Wealth left its American Express share count unchanged in Q1 2023.
American Express made up 0.19% of Domani Wealth's portfolio in Q1 2023, its #55 holding.
Domani Wealth first reported a position in American Express in Q1 2015 and has held it in 33 quarters since.
Domani Wealth's American Express position peaked at $1.11M in Q1 2021.
2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.