Goodwin Investment Advisory’s American Express AXP Stock Holding History

Goodwin Investment Advisory’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	-315	Closed	-$46.5K	–	97
2022 Q4	$46.5K	Hold	315	–	–	0.03%	93
2022 Q3	$42K	Buy	+315	New	+$47.7K	0.03%	92
2022 Q2	–	Sell	-316	Closed	-$59K	–	171
2022 Q1	$59K	Buy	+316	New	+$57.1K	0.04%	72

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goodwin Investment Advisory's AXP Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of American Express (AXP) in Q1 2023, closing a stake of 315 shares — an estimated $46.5K sold.

Goodwin Investment Advisory first reported a position in AXP in Q1 2022 and held it in 3 quarters. The position peaked at $59K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Goodwin Investment Advisory reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 315 American Express shares in Q1 2023, an estimated $46.5K.
Goodwin Investment Advisory first reported a position in American Express in Q1 2022 and held it in 3 quarters.
Goodwin Investment Advisory's American Express position peaked at $59K in Q1 2022.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.