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Freedom Wealth Alliance’s American Express AXP Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-87
Closed -$12.9K – 102
2022
Q4 		$12.9K Buy
+87
New +$12.9K 0.02% 253

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

Freedom Wealth Alliance's AXP Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of American Express (AXP) in Q1 2023, closing a stake of 87 shares — an estimated $12.9K sold.

Freedom Wealth Alliance first reported a position in AXP in Q4 2022 and held it in 1 quarter. The position peaked at $12.9K in Q4 2022. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 87 American Express shares in Q1 2023, an estimated $12.9K.
  • Freedom Wealth Alliance first reported a position in American Express in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's American Express position peaked at $12.9K in Q4 2022.
  • 2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.