Joseph P. Lucia & Associates’s American Express AXP Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-146	Closed	-$20K	–	126
2022 Q2	$20K	Sell	146 -142	-49%	-$23.5K	0.01%	246
2022 Q1	$54K	Buy	+288	New	+$52K	0.03%	186
2021 Q4	–	Sell	-289	Closed	-$48K	–	157
2021 Q3	$48K	Sell	289 -11	-4%	-$1.84K	0.03%	217
2021 Q2	$50K	Hold	300	–	–	0.03%	219
2021 Q1	$42K	Buy	300 +18	+6%	+$2.38K	0.02%	216
2020 Q4	$34K	Buy	+282	New	+$31.2K	0.02%	215
2020 Q3	–	Sell	-282	Closed	-$27K	–	110
2020 Q2	$27K	Buy	282 +175	+164%	+$16.1K	0.02%	219
2020 Q1	$9K	Hold	107	–	–	0.01%	290
2019 Q4	$13K	Hold	107	–	–	0.01%	286
2019 Q3	$13K	Hold	107	–	–	0.01%	283
2019 Q2	$13K	Sell	107 -11,737	-99%	-$1.38M	0.01%	274
2019 Q1	$107	Buy	+11,844	New	+$1.24M	0.01%	258

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph P. Lucia & Associates's AXP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of American Express (AXP) in Q3 2022, closing a stake of 146 shares — an estimated $20K sold.

Joseph P. Lucia & Associates first reported a position in AXP in Q1 2019 and held it in 12 quarters. The position peaked at $54K in Q1 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 146 American Express shares in Q3 2022, an estimated $20K.
Joseph P. Lucia & Associates first reported a position in American Express in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's American Express position peaked at $54K in Q1 2022.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.