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Freedman Financial Associates’s American Express AXP Stock Holding History

Freedman Financial Associates’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
-849
Closed -$159K – 34
2022
Q1 		$159K Hold
849
– – 0.11% 91
2021
Q4 		$139K Hold
849
– – 0.09% 99
2021
Q3 		$142K Hold
849
– – 0.1% 90
2021
Q2 		$140K Hold
849
– – 0.11% 88
2021
Q1 		$120K Hold
849
– – 0.1% 89
2020
Q4 		$103K Buy
+849
New +$94K 0.09% 92

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

Freedman Financial Associates's AXP Position: Q2 2022 in Review

Freedman Financial Associates sold out of American Express (AXP) in Q2 2022, closing a stake of 849 shares — an estimated $159K sold.

Freedman Financial Associates first reported a position in AXP in Q4 2020 and held it in 6 quarters. The position peaked at $159K in Q1 2022. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

  • Freedman Financial Associates reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 849 American Express shares in Q2 2022, an estimated $159K.
  • Freedman Financial Associates first reported a position in American Express in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's American Express position peaked at $159K in Q1 2022.
  • 1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.