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Johanson Financial Advisors’s American Express AXP Stock Holding History

Johanson 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
2021
Q4 		$228K Buy
1,391
+153
+12% +$26.1K 0.07% 119
2021
Q3 		$207K Buy
+1,238
New +$207K 0.07% 116
2020
Q1 		– Sell
-52,121
Closed -$419K – 110
2019
Q4 		$419K Buy
+52,121
New +$6.23M 0.02% 197

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johanson Financial Advisors's AXP Position: Q4 2021 in Review

Johanson Financial Advisors increased its American Express (AXP) stake by 12% in Q4 2021, buying an estimated $26.1K and bringing the position to 1,391 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #119.

Johanson Financial Advisors first reported a position in AXP in Q4 2019 and has held it in 3 quarters since. The position peaked at $419K in Q4 2019. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Johanson Financial Advisors held 1,391 shares of American Express worth $228K as of Q4 2021.
  • Johanson Financial Advisors bought 153 American Express shares in Q4 2021, an estimated $26.1K.
  • American Express made up 0.07% of Johanson Financial Advisors's portfolio in Q4 2021, its #119 holding.
  • Johanson Financial Advisors first reported a position in American Express in Q4 2019 and has held it in 3 quarters since.
  • Johanson Financial Advisors's American Express position peaked at $419K in Q4 2019.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.