Interactive Financial Advisors’s American Express AXP Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-150	Closed	-$22.2K	–	83
2022 Q4	$22.2K	Hold	150	–	–	0.01%	141
2022 Q3	$20K	Hold	150	–	–	0.01%	141
2022 Q2	$21K	Hold	150	–	–	0.01%	126
2022 Q1	$28K	Hold	150	–	–	0.01%	137
2021 Q4	$25K	Hold	150	–	–	0.01%	139
2021 Q3	$25K	Hold	150	–	–	0.01%	141
2021 Q2	$25K	Hold	150	–	–	0.01%	143
2021 Q1	$21K	Hold	150	–	–	0.01%	140
2020 Q4	$18K	Buy	+150	New	+$16.6K	0.01%	138

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Interactive Financial Advisors's AXP Position: Q1 2023 in Review

Interactive Financial Advisors sold out of American Express (AXP) in Q1 2023, closing a stake of 150 shares — an estimated $22.2K sold.

Interactive Financial Advisors first reported a position in AXP in Q4 2020 and held it in 9 quarters. The position peaked at $28K in Q1 2022. 2,054 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Interactive Financial Advisors reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 150 American Express shares in Q1 2023, an estimated $22.2K.
Interactive Financial Advisors first reported a position in American Express in Q4 2020 and held it in 9 quarters.
Interactive Financial Advisors's American Express position peaked at $28K in Q1 2022.
2,054 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.