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Investmark Advisory Group’s American Express AXP Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-413
Closed -$67K – 107
2021
Q4 		$67K Buy
+413
New +$70.4K 0.06% 139

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investmark Advisory Group's AXP Position: Q1 2022 in Review

Investmark Advisory Group sold out of American Express (AXP) in Q1 2022, closing a stake of 413 shares — an estimated $67K sold.

Investmark Advisory Group first reported a position in AXP in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Investmark Advisory Group reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 413 American Express shares in Q1 2022, an estimated $67K.
  • Investmark Advisory Group first reported a position in American Express in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's American Express position peaked at $67K in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.