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Lenox Wealth Advisors’s American Express AXP Stock Holding History

Lenox Wealth Advisors’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
Q1 		$165K Buy
899
+5
+0.6% +$903 0.02% 124
2021
Q4 		$146K Buy
894
+29
+3% +$4.95K 0.02% 136
2021
Q3 		$145K Buy
865
+156
+22% +$26.1K 0.02% 127
2021
Q2 		$117K Sell
709
-175
-20% -$27.4K 0.02% 145
2021
Q1 		$125K Sell
884
-537
-38% -$71K 0.02% 115
2020
Q4 		$172K Buy
1,421
+351
+33% +$38.9K 0.02% 92
2020
Q3 		$107K Hold
1,070
– – 0.02% 111
2020
Q2 		$102K Hold
1,070
– – 0.02% 103
2020
Q1 		$92K Sell
1,070
-1
-0.1% -$116 0.02% 94
2019
Q4 		$133K Buy
1,071
+1
+0.1% +$120 0.02% 105
2019
Q3 		$127K Hold
1,070
– – 0.02% 98
2019
Q2 		$132K Hold
1,070
– – 0.02% 100
2019
Q1 		$117K Hold
1,070
– – 0.02% 99
2018
Q4 		$102K Hold
1,070
– – 0.02% 98
2018
Q3 		$114K Buy
1,070
+986
+1,174% +$103K 0.02% 97
2018
Q2 		$8K Buy
84
+14
+20% +$1.38K ﹤0.01% 397
2018
Q1 		$7K Buy
+70
New +$6.78K ﹤0.01% 391
2017
Q4 		– Sell
-5
Closed – – 387
2017
Q3 		$0 Buy
+5
New +$430 ﹤0.01% 239
2016
Q2 		– Sell
-35
Closed -$2K – 205
2016
Q1 		$2K Sell
35
-85
-71% -$4.95K ﹤0.01% 219
2015
Q4 		$8K Sell
120
-3
-2% -$218 ﹤0.01% 189
2015
Q3 		$9K Buy
123
+38
+45% +$2.92K ﹤0.01% 188
2015
Q2 		$7K Hold
85
– – ﹤0.01% 172
2015
Q1 		$7K Hold
85
– – ﹤0.01% 190
2014
Q4 		$8K Sell
85
-603
-88% -$54.1K ﹤0.01% 183
2014
Q3 		$60K Buy
+688
New +$61.9K 0.03% 68
2014
Q1 		– Sell
-40
Closed -$4K – 200
2013
Q4 		$4K Hold
40
– – ﹤0.01% 245
2013
Q3 		$3K Sell
40
-200
-83% -$15K ﹤0.01% 197
2013
Q2 		$18K Buy
+240
New +$17.1K 0.02% 72

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's AXP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its American Express (AXP) stake by 0.56% in Q1 2022, buying an estimated $903 and bringing the position to 899 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #124.

Lenox Wealth Advisors first reported a position in AXP in Q2 2013 and has held it in 28 quarters since. The position peaked at $172K in Q4 2020. 2,064 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Lenox Wealth Advisors held 899 shares of American Express worth $165K as of Q1 2022.
  • Lenox Wealth Advisors bought 5 American Express shares in Q1 2022, an estimated $903.
  • American Express made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #124 holding.
  • Lenox Wealth Advisors first reported a position in American Express in Q2 2013 and has held it in 28 quarters since.
  • Lenox Wealth Advisors's American Express position peaked at $172K in Q4 2020.
  • 2,064 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.