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Inspirion Wealth Advisors’s American Express AXP Stock Holding History

Inspirion Wealth 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
2015
Q1 		– Sell
-2,300
Closed -$214K – 57
2014
Q4 		$214K Buy
+2,300
New +$206K 0.2% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inspirion Wealth Advisors's AXP Position: Q1 2015 in Review

Inspirion Wealth Advisors sold out of American Express (AXP) in Q1 2015, closing a stake of 2,300 shares — an estimated $214K sold.

Inspirion Wealth Advisors first reported a position in AXP in Q4 2014 and held it in 1 quarter. The position peaked at $214K in Q4 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

  • Inspirion Wealth Advisors reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 2,300 American Express shares in Q1 2015, an estimated $214K.
  • Inspirion Wealth Advisors first reported a position in American Express in Q4 2014 and held it in 1 quarter.
  • Inspirion Wealth Advisors's American Express position peaked at $214K in Q4 2014.
  • 1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2015, filed 2 Jun 2015.