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Keystone Financial Services (Colorado)’s American Express AXP Stock Holding History

Keystone Financial Services (Colorado)’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
Q1 		– Sell
-1,645
Closed -$288K – 80
2022
Q4 		$288K Buy
1,645
+32
+2% +$4.74K 0.15% 62
2022
Q3 		$237K Sell
1,613
-53
-3% -$8.02K 0.14% 68
2022
Q2 		$253K Buy
1,666
+53
+3% +$8.75K 0.14% 69
2022
Q1 		$260K Sell
1,613
-996
-38% -$180K 0.15% 65
2021
Q4 		$427K Buy
+2,609
New +$445K 0.22% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Keystone Financial Services (Colorado)'s AXP Position: Q1 2023 in Review

Keystone Financial Services (Colorado) sold out of American Express (AXP) in Q1 2023, closing a stake of 1,645 shares — an estimated $288K sold.

Keystone Financial Services (Colorado) first reported a position in AXP in Q4 2021 and held it in 5 quarters. The position peaked at $427K in Q4 2021. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Keystone Financial Services (Colorado) reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 1,645 American Express shares in Q1 2023, an estimated $288K.
  • Keystone Financial Services (Colorado) first reported a position in American Express in Q4 2021 and held it in 5 quarters.
  • Keystone Financial Services (Colorado)'s American Express position peaked at $427K in Q4 2021.
  • 2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2023, filed 28 Apr 2023.