First Capital Advisors Group’s American Express AXP Stock Holding History

First Capital Advisors Group’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 Q2	$417K	Sell	2,393 -17	-0.7%	-$2.74K	0.22%	84
2023 Q1	$398K	Sell	2,410 -67	-3%	-$11.1K	0.26%	85
2022 Q4	$366K	Sell	2,477 -89	-3%	-$13.2K	0.25%	98
2022 Q3	$346K	Sell	2,566 -2,139	-45%	-$324K	0.29%	94
2022 Q2	$652K	Buy	+4,705	New	+$777K	0.45%	55
2018 Q4	$223K	Sell	2,344 -343	-13%	-$35.9K	0.17%	122
2018 Q3	$286K	Sell	2,687 -161	-6%	-$16.7K	0.18%	119
2018 Q2	$279K	Sell	2,848 -442	-13%	-$43.4K	0.18%	123
2018 Q1	$307K	Buy	3,290 +1,090	+50%	+$106K	0.18%	111
2017 Q4	$218K	Buy	+2,200	New	+$210K	0.14%	161

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

First Capital Advisors Group's AXP Position: Q2 2023 in Review

First Capital Advisors Group reduced its American Express (AXP) stake by 0.71% in Q2 2023, selling an estimated $2.74K and leaving 2,393 shares worth $417K. The position accounts for 0.22% of the portfolio, ranked #84.

First Capital Advisors Group first reported a position in AXP in Q4 2017 and has held it in 10 quarters since. The position peaked at $652K in Q2 2022. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

First Capital Advisors Group held 2,393 shares of American Express worth $417K as of Q2 2023.
First Capital Advisors Group sold 17 American Express shares in Q2 2023, an estimated $2.74K.
American Express made up 0.22% of First Capital Advisors Group's portfolio in Q2 2023, its #84 holding.
First Capital Advisors Group first reported a position in American Express in Q4 2017 and has held it in 10 quarters since.
First Capital Advisors Group's American Express position peaked at $652K in Q2 2022.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.