Kore Private Wealth’s American Express AXP Stock Holding History

Kore Private Wealth’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	$234K	Sell	1,732 -246	-12%	-$37.2K	0.04%	223
2022 Q2	$274K	Sell	1,978 -82	-4%	-$13.5K	0.04%	231
2022 Q1	$385K	Buy	2,060 +131	+7%	+$23.7K	0.05%	204
2021 Q4	$316K	Sell	1,929 -5,101	-73%	-$870K	0.04%	233
2021 Q3	$1.18M	Buy	7,030 +130	+2%	+$21.7K	0.12%	131
2021 Q2	$1.14M	Buy	6,900 +3,023	+78%	+$473K	0.13%	126
2021 Q1	$548K	Buy	3,877 +231	+6%	+$30.5K	0.07%	177
2020 Q4	$441K	Buy	+3,646	New	+$404K	0.07%	179
2020 Q3	–	Sell	-2,994	Closed	-$285K	–	338
2020 Q2	$285K	Sell	2,994 -137	-4%	-$12.6K	0.06%	184
2020 Q1	$268K	Buy	3,131 +569	+22%	+$66.2K	0.06%	176
2019 Q4	$319K	Buy	2,562 +269	+12%	+$32.1K	0.06%	188
2019 Q3	$267K	Buy	2,293 +654	+40%	+$80.2K	0.06%	185
2019 Q2	$202K	Buy	1,639 +75	+5%	+$8.81K	0.05%	214
2019 Q1	$171K	Hold	1,564	–	–	0.04%	225
2018 Q4	$149K	Buy	+1,564	New	+$164K	0.04%	236

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

Kore Private Wealth's AXP Position: Q3 2022 in Review

Kore Private Wealth reduced its American Express (AXP) stake by 12% in Q3 2022, selling an estimated $37.2K and leaving 1,732 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #223.

Kore Private Wealth first reported a position in AXP in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.18M in Q3 2021. 1,918 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Kore Private Wealth held 1,732 shares of American Express worth $234K as of Q3 2022.
Kore Private Wealth sold 246 American Express shares in Q3 2022, an estimated $37.2K.
American Express made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #223 holding.
Kore Private Wealth first reported a position in American Express in Q4 2018 and has held it in 15 quarters since.
Kore Private Wealth's American Express position peaked at $1.18M in Q3 2021.
1,918 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.