IMPACTfolio’s American Express AXP Stock Holding History

IMPACTfolio’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	-1,682	Closed	-$249K	–	42
2022 Q4	$249K	Buy	1,682 +25	+2%	+$3.7K	0.23%	35
2022 Q3	$224K	Sell	1,657 -65	-4%	-$9.84K	0.22%	40
2022 Q2	$239K	Sell	1,722 -8	-0.5%	-$1.32K	0.23%	39
2022 Q1	$324K	Buy	+1,730	New	+$312K	0.24%	34

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

IMPACTfolio's AXP Position: Q1 2023 in Review

IMPACTfolio sold out of American Express (AXP) in Q1 2023, closing a stake of 1,682 shares — an estimated $249K sold.

IMPACTfolio first reported a position in AXP in Q1 2022 and held it in 4 quarters. The position peaked at $324K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

IMPACTfolio reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
IMPACTfolio sold 1,682 American Express shares in Q1 2023, an estimated $249K.
IMPACTfolio first reported a position in American Express in Q1 2022 and held it in 4 quarters.
IMPACTfolio's American Express position peaked at $324K in Q1 2022.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on IMPACTfolio's 13F filing for Q1 2023, filed 4 Apr 2023.