HFG Advisors’s American Express AXP Stock Holding History

HFG 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
2023 Q4	–	Sell	-1,496	Closed	-$223K	–	104
2023 Q3	$223K	Sell	1,496 -6	-0.4%	-$981	0.24%	79
2023 Q2	$262K	Buy	+1,502	New	+$242K	0.28%	72
2023 Q1	–	Sell	-2,292	Closed	-$339K	–	90
2022 Q4	$339K	Hold	2,292	–	–	0.4%	54
2022 Q3	$309K	Hold	2,292	–	–	0.43%	51
2022 Q2	$318K	Hold	2,292	–	–	0.43%	53
2022 Q1	$429K	Buy	+2,292	New	+$414K	0.49%	43

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

HFG Advisors's AXP Position: Q4 2023 in Review

HFG Advisors sold out of American Express (AXP) in Q4 2023, closing a stake of 1,496 shares — an estimated $223K sold.

HFG Advisors first reported a position in AXP in Q1 2022 and held it in 6 quarters. The position peaked at $429K in Q1 2022. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

HFG Advisors reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
HFG Advisors sold 1,496 American Express shares in Q4 2023, an estimated $223K.
HFG Advisors first reported a position in American Express in Q1 2022 and held it in 6 quarters.
HFG Advisors's American Express position peaked at $429K in Q1 2022.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on HFG Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.