Nauset Wealth Management’s American Express AXP Stock Holding History

Nauset Wealth 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 Q1	$42K	Buy	+225	New	+$40.6K	0.03%	130

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nauset Wealth Management's AXP Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in American Express (AXP) in Q1 2022: 225 shares worth $42K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings.

2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

Nauset Wealth Management held 225 shares of American Express worth $42K as of Q1 2022.
American Express was a new Nauset Wealth Management position in Q1 2022.
American Express made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #130 holding.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.