KB Financial Partners’s American Express AXP Stock Holding History

KB Financial Partners’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 Q3	$283K	Buy	1,896 +203	+12%	+$33.2K	0.08%	150
2023 Q2	$295K	Sell	1,693 -3,281	-66%	-$529K	0.08%	156
2023 Q1	$820K	Sell	4,974 -4	-0.1%	-$664	0.24%	40
2022 Q4	$735K	Sell	4,978 -4	-0.1%	-$593	0.25%	53
2022 Q3	$672K	Buy	4,982 +747	+18%	+$113K	0.24%	47
2022 Q2	$587K	Sell	4,235 -514	-11%	-$84.9K	0.2%	52
2022 Q1	$888K	Buy	4,749 +284	+6%	+$51.3K	0.25%	32
2021 Q4	$730K	Sell	4,465 -406	-8%	-$69.2K	0.21%	37
2021 Q3	$816K	Buy	4,871 +440	+10%	+$73.6K	0.3%	30
2021 Q2	$732K	Buy	4,431 +446	+11%	+$69.9K	0.28%	29
2021 Q1	$564K	Buy	+3,985	New	+$527K	0.24%	39

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's AXP Position: Q3 2023 in Review

KB Financial Partners increased its American Express (AXP) stake by 12% in Q3 2023, buying an estimated $33.2K and bringing the position to 1,896 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #150.

KB Financial Partners first reported a position in AXP in Q1 2021 and has held it in 11 quarters since. The position peaked at $888K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

KB Financial Partners held 1,896 shares of American Express worth $283K as of Q3 2023.
KB Financial Partners bought 203 American Express shares in Q3 2023, an estimated $33.2K.
American Express made up 0.08% of KB Financial Partners's portfolio in Q3 2023, its #150 holding.
KB Financial Partners first reported a position in American Express in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's American Express position peaked at $888K in Q1 2022.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.