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Halpern Financial’s American Express AXP Stock Holding History

Halpern 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
Q4 		– Sell
-33
Closed -$4.45K – 203
2022
Q3 		$4.45K Sell
33
-3
-8% -$454 ﹤0.01% 165
2022
Q2 		$4.99K Hold
36
– – ﹤0.01% 196
2022
Q1 		$6.73K Sell
36
-100
-74% -$18.1K ﹤0.01% 183
2021
Q4 		$22.3K Buy
+136
New +$23.2K 0.01% 131

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

Halpern Financial's AXP Position: Q4 2022 in Review

Halpern Financial sold out of American Express (AXP) in Q4 2022, closing a stake of 33 shares — an estimated $4.45K sold.

Halpern Financial first reported a position in AXP in Q4 2021 and held it in 4 quarters. The position peaked at $22.3K in Q4 2021. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Halpern Financial reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
  • Halpern Financial sold 33 American Express shares in Q4 2022, an estimated $4.45K.
  • Halpern Financial first reported a position in American Express in Q4 2021 and held it in 4 quarters.
  • Halpern Financial's American Express position peaked at $22.3K in Q4 2021.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.