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Leo Brokerage’s American Express AXP Stock Holding History

Leo Brokerage’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
Q2 		– Sell
-1,836
Closed -$303K – 306
2023
Q1 		$303K Buy
+1,836
New +$305K 0.05% 227
2022
Q2 		– Sell
-1,166
Closed -$218K – 186
2022
Q1 		$218K Buy
+1,166
New +$211K 0.03% 226

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Leo Brokerage's AXP Position: Q2 2023 in Review

Leo Brokerage sold out of American Express (AXP) in Q2 2023, closing a stake of 1,836 shares — an estimated $303K sold.

Leo Brokerage first reported a position in AXP in Q1 2022 and held it in 2 quarters. The position peaked at $303K in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • Leo Brokerage reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 1,836 American Express shares in Q2 2023, an estimated $303K.
  • Leo Brokerage first reported a position in American Express in Q1 2022 and held it in 2 quarters.
  • Leo Brokerage's American Express position peaked at $303K in Q1 2023.
  • 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.