Nova R Wealth’s American Express AXP Stock Holding History

Nova R Wealth’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	–	Sell	-1,708	Closed	-$279K	–	75
2021 Q4	$279K	Buy	+1,708	New	+$291K	0.23%	60

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nova R Wealth's AXP Position: Q1 2022 in Review

Nova R Wealth sold out of American Express (AXP) in Q1 2022, closing a stake of 1,708 shares — an estimated $279K sold.

Nova R Wealth first reported a position in AXP in Q4 2021 and held it in 1 quarter. The position peaked at $279K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

Nova R Wealth reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
Nova R Wealth sold 1,708 American Express shares in Q1 2022, an estimated $279K.
Nova R Wealth first reported a position in American Express in Q4 2021 and held it in 1 quarter.
Nova R Wealth's American Express position peaked at $279K in Q4 2021.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Nova R Wealth's 13F filing for Q1 2022, filed 10 May 2022.