KCS Wealth Advisory’s American Express AXP Stock Holding History

KCS Wealth Advisory’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	–	Sell	-1,167	Closed	-$203K	–	137
2023 Q2	$203K	Buy	+1,167	New	+$188K	0.07%	151
2022 Q3	–	Sell	-1,500	Closed	-$208K	–	144
2022 Q2	$208K	Sell	1,500 -38	-2%	-$6.28K	0.09%	146
2022 Q1	$288K	Sell	1,538 -279	-15%	-$50.4K	0.13%	133
2021 Q4	$297K	Sell	1,817 -10	-0.5%	-$1.71K	0.12%	139
2021 Q3	$306K	Sell	1,827 -310	-15%	-$51.8K	0.14%	122
2021 Q2	$353K	Sell	2,137 -2,319	-52%	-$363K	0.17%	121
2021 Q1	$630K	Sell	4,456 -1,208	-21%	-$160K	0.33%	91
2020 Q4	$685K	Buy	5,664 +276	+5%	+$30.6K	0.45%	78
2020 Q3	$540K	Buy	5,388 +1,973	+58%	+$194K	0.43%	85
2020 Q2	$325K	Buy	+3,415	New	+$314K	0.27%	113
2019 Q4	–	Sell	-1,328	Closed	-$157K	–	171
2019 Q3	$157K	Buy	+1,328	New	+$163K	0.11%	163

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

KCS Wealth Advisory's AXP Position: Q3 2023 in Review

KCS Wealth Advisory sold out of American Express (AXP) in Q3 2023, closing a stake of 1,167 shares — an estimated $203K sold.

KCS Wealth Advisory first reported a position in AXP in Q3 2019 and held it in 11 quarters. The position peaked at $685K in Q4 2020. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

KCS Wealth Advisory reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 1,167 American Express shares in Q3 2023, an estimated $203K.
KCS Wealth Advisory first reported a position in American Express in Q3 2019 and held it in 11 quarters.
KCS Wealth Advisory's American Express position peaked at $685K in Q4 2020.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.