Financial Architects (New Jersey)’s American Express AXP Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-800	Closed	-$80K	–	1395
2017 Q4	$80K	Hold	800	–	–	0.01%	549
2017 Q3	$72K	Buy	+800	New	+$68.8K	0.01%	574
2016 Q4	–	Sell	-700	Closed	-$1K	–	1391
2016 Q3	$1K	Sell	700 -100	-13%	-$6.42K	﹤0.01%	1394
2016 Q2	$4K	Buy	+800	New	+$50.7K	﹤0.01%	1157

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

Financial Architects (New Jersey)'s AXP Position: Q2 2023 in Review

Financial Architects (New Jersey) held its American Express (AXP) position steady in Q2 2023 at 1,835 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #251.

Financial Architects (New Jersey) first reported a position in AXP in Q2 2013 and has held it in 39 quarters since. The position peaked at $409K in Q2 2021. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Financial Architects (New Jersey) held 1,835 shares of American Express worth $320K as of Q2 2023.
Financial Architects (New Jersey) left its American Express share count unchanged in Q2 2023.
American Express made up 0.05% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #251 holding.
Financial Architects (New Jersey) first reported a position in American Express in Q2 2013 and has held it in 39 quarters since.
Financial Architects (New Jersey)'s American Express position peaked at $409K in Q2 2021.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.