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Horan Securities’s American Express AXP Stock Holding History

Horan Securities’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
Q3 		– Sell
-440
Closed -$76.7K – 141
2023
Q2 		$76.7K Sell
440
-17
-4% -$2.74K 0.03% 196
2023
Q1 		$75.4K Sell
457
-5
-1% -$829 0.04% 174
2022
Q4 		$68.3K Buy
462
+458
+11,450% +$67.9K 0.04% 175
2022
Q3 		$1K Hold
4
– – ﹤0.01% 523
2022
Q2 		$1K Buy
4
+1
+33% +$165 ﹤0.01% 596
2022
Q1 		$1K Buy
3
+2
+200% +$361 ﹤0.01% 468
2021
Q4 		$0 Buy
+1
New +$171 ﹤0.01% 516
2021
Q1 		– Sell
-51
Closed -$6K – 413
2020
Q4 		$6K Hold
51
– – ﹤0.01% 293
2020
Q3 		$5K Buy
51
+6
+13% +$590 0.01% 253
2020
Q2 		$4K Buy
+45
New +$4.14K ﹤0.01% 252

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

Horan Securities's AXP Position: Q3 2023 in Review

Horan Securities sold out of American Express (AXP) in Q3 2023, closing a stake of 440 shares — an estimated $76.7K sold.

Horan Securities first reported a position in AXP in Q2 2020 and held it in 10 quarters. The position peaked at $76.7K in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Horan Securities reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 440 American Express shares in Q3 2023, an estimated $76.7K.
  • Horan Securities first reported a position in American Express in Q2 2020 and held it in 10 quarters.
  • Horan Securities's American Express position peaked at $76.7K in Q2 2023.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.