FourThought Financial’s American Express AXP Stock Holding History

FourThought Financial’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 Q3	$215K	Buy	1,592 +11	+0.7%	+$1.67K	0.03%	285
2022 Q2	$219K	Buy	1,581 +166	+12%	+$27.4K	0.03%	296
2022 Q1	$254K	Buy	1,415 +33	+2%	+$5.96K	0.03%	295
2021 Q4	$226K	Buy	1,382 +877	+174%	+$150K	0.03%	328
2021 Q3	$84K	Hold	505	–	–	0.01%	533
2021 Q2	$83K	Sell	505 -3	-0.6%	-$470	0.01%	551
2021 Q1	$71K	Sell	508 -1,134	-69%	-$150K	0.01%	589
2020 Q4	$198K	Buy	+1,642	New	+$182K	0.03%	342

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

FourThought Financial's AXP Position: Q3 2022 in Review

FourThought Financial increased its American Express (AXP) stake by 0.7% in Q3 2022, buying an estimated $1.67K and bringing the position to 1,592 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #285.

FourThought Financial first reported a position in AXP in Q4 2020 and has held it in 8 quarters since. The position peaked at $254K in Q1 2022. 1,918 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

FourThought Financial held 1,592 shares of American Express worth $215K as of Q3 2022.
FourThought Financial bought 11 American Express shares in Q3 2022, an estimated $1.67K.
American Express made up 0.03% of FourThought Financial's portfolio in Q3 2022, its #285 holding.
FourThought Financial first reported a position in American Express in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's American Express position peaked at $254K in Q1 2022.
1,918 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.