ETI
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Enterprise Trust & Investment’s American Express AXP Stock Holding History

Enterprise Trust & Investment’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 		$19K Buy
+136
New +$22.5K 0.01% 178
2019
Q4 		– Sell
-320
Closed -$38K – 191
2019
Q3 		$38K Buy
+320
New +$39.2K 0.02% 115

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Enterprise Trust & Investment's AXP Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in American Express (AXP) in Q2 2022: 136 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Enterprise Trust & Investment previously reported a position in AXP as recently as Q3 2019.

Enterprise Trust & Investment first reported a position in AXP in Q3 2019 and has held it in 2 quarters since. The position peaked at $38K in Q3 2019. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

  • Enterprise Trust & Investment held 136 shares of American Express worth $19K as of Q2 2022.
  • American Express was a new Enterprise Trust & Investment position in Q2 2022.
  • American Express made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #178 holding.
  • Enterprise Trust & Investment first reported a position in American Express in Q3 2019 and has held it in 2 quarters since.
  • Enterprise Trust & Investment's American Express position peaked at $38K in Q3 2019.
  • 1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.