HC Financial Advisors’s American Express AXP Stock Holding History

HC Financial Advisors’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	$12K	Buy	+85	New	+$14K	0.01%	219
2022 Q1	–	Sell	-47	Closed	-$8K	–	312
2021 Q4	$8K	Hold	47	–	–	﹤0.01%	260
2021 Q3	$8K	Hold	47	–	–	﹤0.01%	250
2021 Q2	$8K	Hold	47	–	–	﹤0.01%	261
2021 Q1	$7K	Sell	47 -863	-95%	-$114K	﹤0.01%	275
2020 Q4	$110K	Hold	910	–	–	0.07%	100
2020 Q3	$91K	Hold	910	–	–	0.07%	92
2020 Q2	$87K	Hold	910	–	–	0.07%	87
2020 Q1	$78K	Buy	+910	New	+$106K	0.07%	91

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

HC Financial Advisors's AXP Position: Q2 2022 in Review

HC Financial Advisors opened a new position in American Express (AXP) in Q2 2022: 85 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: HC Financial Advisors previously reported a position in AXP as recently as Q4 2021.

HC Financial Advisors first reported a position in AXP in Q1 2020 and has held it in 9 quarters since. The position peaked at $110K in Q4 2020. 1,970 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

HC Financial Advisors held 85 shares of American Express worth $12K as of Q2 2022.
American Express was a new HC Financial Advisors position in Q2 2022.
American Express made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #219 holding.
HC Financial Advisors first reported a position in American Express in Q1 2020 and has held it in 9 quarters since.
HC Financial Advisors's American Express position peaked at $110K in Q4 2020.
1,970 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.