High Net Worth Advisory Group’s American Express AXP Stock Holding History

High Net Worth 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 Q1	–	Sell	-60	Closed	-$8.87K	–	223
2022 Q4	$8.87K	Hold	60	–	–	﹤0.01%	513
2022 Q3	$8K	Sell	60 -100	-63%	-$15.1K	﹤0.01%	554
2022 Q2	$22K	Sell	160 -68	-30%	-$11.2K	0.01%	434
2022 Q1	$43K	Hold	228	–	–	0.02%	359
2021 Q4	$37K	Buy	+228	New	+$38.9K	0.01%	378

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

High Net Worth Advisory Group's AXP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of American Express (AXP) in Q1 2023, closing a stake of 60 shares — an estimated $8.87K sold.

High Net Worth Advisory Group first reported a position in AXP in Q4 2021 and held it in 5 quarters. The position peaked at $43K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

High Net Worth Advisory Group reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 60 American Express shares in Q1 2023, an estimated $8.87K.
High Net Worth Advisory Group first reported a position in American Express in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's American Express position peaked at $43K in Q1 2022.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.