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New Hampshire Trust’s American Express AXP Stock Holding History

New Hampshire Trust’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
-500
Closed -$82.5K – 183
2023
Q1 		$82.5K Sell
500
-175
-26% -$29K 0.02% 222
2022
Q4 		$99.7K Buy
+675
New +$100K 0.03% 213

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

New Hampshire Trust's AXP Position: Q2 2023 in Review

New Hampshire Trust sold out of American Express (AXP) in Q2 2023, closing a stake of 500 shares — an estimated $82.5K sold.

New Hampshire Trust first reported a position in AXP in Q4 2022 and held it in 2 quarters. The position peaked at $99.7K in Q4 2022. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • New Hampshire Trust reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 500 American Express shares in Q2 2023, an estimated $82.5K.
  • New Hampshire Trust first reported a position in American Express in Q4 2022 and held it in 2 quarters.
  • New Hampshire Trust's American Express position peaked at $99.7K in Q4 2022.
  • 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.