Legacy Wealth Asset Management’s American Express AXP Stock Holding History

Legacy Wealth Asset Management’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	-6,563	Closed	-$910K	–	314
2022 Q2	$910K	Buy	6,563 +33	+0.5%	+$5.45K	0.37%	92
2022 Q1	$1.22M	Sell	6,530 -22	-0.3%	-$3.97K	0.43%	62
2021 Q4	$1.07M	Buy	6,552 +34	+0.5%	+$5.8K	0.36%	82
2021 Q3	$1.09M	Sell	6,518 -51	-0.8%	-$8.53K	0.5%	49
2021 Q2	$1.08M	Sell	6,569 -75	-1%	-$11.7K	0.48%	52
2021 Q1	$940K	Buy	6,644 +47	+0.7%	+$6.21K	0.43%	65
2020 Q4	$798K	Buy	+6,597	New	+$731K	0.4%	85

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

Legacy Wealth Asset Management's AXP Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of American Express (AXP) in Q3 2022, closing a stake of 6,563 shares — an estimated $910K sold.

Legacy Wealth Asset Management first reported a position in AXP in Q4 2020 and held it in 7 quarters. The position peaked at $1.22M in Q1 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Legacy Wealth Asset Management reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 6,563 American Express shares in Q3 2022, an estimated $910K.
Legacy Wealth Asset Management first reported a position in American Express in Q4 2020 and held it in 7 quarters.
Legacy Wealth Asset Management's American Express position peaked at $1.22M in Q1 2022.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.