Lumature Wealth Partners’s American Express AXP Stock Holding History

Lumature Wealth Partners’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	$1.29M	Sell	7,410 -43	-0.6%	-$6.94K	0.77%	33
2023 Q1	$1.23M	Buy	7,453 +752	+11%	+$125K	0.69%	33
2022 Q4	$990K	Sell	6,701 -697	-9%	-$103K	0.55%	37
2022 Q3	$998K	Buy	7,398 +108	+1%	+$16.3K	0.53%	39
2022 Q2	$1.01M	Buy	7,290 +6,711	+1,159%	+$1.11M	0.45%	46
2022 Q1	$108K	Hold	579	–	–	0.04%	209
2021 Q4	$95K	Hold	579	–	–	0.04%	185
2021 Q3	$97K	Hold	579	–	–	0.04%	179
2021 Q2	$96K	Hold	579	–	–	0.04%	178
2021 Q1	$82K	Buy	+579	New	+$76.5K	0.04%	181

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lumature Wealth Partners's AXP Position: Q2 2023 in Review

Lumature Wealth Partners reduced its American Express (AXP) stake by 0.58% in Q2 2023, selling an estimated $6.94K and leaving 7,410 shares worth $1.29M. The position accounts for 0.77% of the portfolio, ranked #33.

Lumature Wealth Partners first reported a position in AXP in Q1 2021 and has held it in 10 quarters since. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Lumature Wealth Partners held 7,410 shares of American Express worth $1.29M as of Q2 2023.
Lumature Wealth Partners sold 43 American Express shares in Q2 2023, an estimated $6.94K.
American Express made up 0.77% of Lumature Wealth Partners's portfolio in Q2 2023, its #33 holding.
Lumature Wealth Partners first reported a position in American Express in Q1 2021 and has held it in 10 quarters since.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.