FWM
AXP icon

Focused Wealth Management’s American Express AXP Stock Holding History

Focused 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
Q2 		– Sell
-6,000
Closed -$24K – 923
2022
Q1 		$24K Buy
+6,000
New +$1.08M ﹤0.01% 412

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Focused Wealth Management's AXP Position: Q4 2023 in Review

Focused Wealth Management sold out of American Express (AXP) in Q4 2023, closing a stake of 15 shares — an estimated $2.24K sold.

Focused Wealth Management first reported a position in AXP in Q3 2013 and held it in 28 quarters. The position peaked at $336K in Q4 2013. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Focused Wealth Management reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 15 American Express shares in Q4 2023, an estimated $2.24K.
  • Focused Wealth Management first reported a position in American Express in Q3 2013 and held it in 28 quarters.
  • Focused Wealth Management's American Express position peaked at $336K in Q4 2013.
  • 2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.