Hoover Financial Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$231K Buy
1,400
+900
+180% +$141K 0.04% 123
2021
Q1
$77K Hold
500
0.01% 220
2020
Q4
$62K Buy
+500
New +$55.4K 0.02% 222

Other funds holding AXP

Hoover Financial Advisors's AXP Position: Q2 2021 in Review

Hoover Financial Advisors increased its American Express (AXP) stake by 180% in Q2 2021, buying an estimated $141K and bringing the position to 1,400 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #123.

Hoover Financial Advisors first reported a position in AXP in Q4 2020 and has held it in 3 quarters since. 1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • Hoover Financial Advisors held 1,400 shares of American Express worth $231K as of Q2 2021.
  • Hoover Financial Advisors bought 900 American Express shares in Q2 2021, an estimated $141K.
  • American Express made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #123 holding.
  • Hoover Financial Advisors first reported a position in American Express in Q4 2020 and has held it in 3 quarters since.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.