Goodman Advisory Group’s American Express AXP Stock Holding History

Goodman Advisory 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	–	Sell	-6,012	Closed	-$992K	–	164
2023 Q1	$992K	Buy	+6,012	New	+$997K	0.54%	30

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

Goodman Advisory Group's AXP Position: Q2 2023 in Review

Goodman Advisory Group sold out of American Express (AXP) in Q2 2023, closing a stake of 6,012 shares — an estimated $992K sold.

Goodman Advisory Group first reported a position in AXP in Q1 2023 and held it in 1 quarter. The position peaked at $992K in Q1 2023. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Goodman Advisory Group reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Goodman Advisory Group sold 6,012 American Express shares in Q2 2023, an estimated $992K.
Goodman Advisory Group first reported a position in American Express in Q1 2023 and held it in 1 quarter.
Goodman Advisory Group's American Express position peaked at $992K in Q1 2023.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Goodman Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.