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My Legacy Advisors’s American Express AXP Stock Holding History

My Legacy 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
2023
Q3 		– Sell
-2,637
Closed -$459K – 202
2023
Q2 		$459K Buy
2,637
+376
+17% +$60.7K 0.18% 154
2023
Q1 		$364K Buy
2,261
+83
+4% +$13.8K 0.16% 168
2022
Q4 		$390K Buy
2,178
+61
+3% +$9.04K 0.17% 167
2022
Q3 		$290K Buy
2,117
+185
+10% +$28K 0.15% 178
2022
Q2 		$272K Buy
1,932
+22
+1% +$3.63K 0.14% 182
2022
Q1 		$357K Buy
+1,910
New +$345K 0.17% 151

Other funds holding AXP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

My Legacy Advisors's AXP Position: Q3 2023 in Review

My Legacy Advisors sold out of American Express (AXP) in Q3 2023, closing a stake of 2,637 shares — an estimated $459K sold.

My Legacy Advisors first reported a position in AXP in Q1 2022 and held it in 6 quarters. The position peaked at $459K in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • My Legacy Advisors reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 2,637 American Express shares in Q3 2023, an estimated $459K.
  • My Legacy Advisors first reported a position in American Express in Q1 2022 and held it in 6 quarters.
  • My Legacy Advisors's American Express position peaked at $459K in Q2 2023.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.