Okabena Investment Services’s American Express AXP Stock Holding History

Okabena Investment Services’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	-83	Closed	-$14.5K	–	108
2023 Q2	$14.5K	Buy	+83	New	+$13.4K	0.01%	115
2021 Q2	–	Sell	-8,462	Closed	-$1.2M	–	94
2021 Q1	$1.2M	Sell	8,462 -491	-5%	-$64.9K	0.64%	42
2020 Q4	$1.08M	Sell	8,953 -1,751	-16%	-$194K	0.63%	46
2020 Q3	$1.07M	Hold	10,704	–	–	0.82%	46
2020 Q2	$1.02M	Buy	10,704 +117	+1%	+$10.8K	0.89%	39
2020 Q1	$906K	Sell	10,587 -612	-5%	-$71.2K	1.03%	38
2019 Q4	$1.39M	Buy	+11,199	New	+$1.34M	1.3%	28

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 $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Okabena Investment Services's AXP Position: Q3 2023 in Review

Okabena Investment Services sold out of American Express (AXP) in Q3 2023, closing a stake of 83 shares — an estimated $14.5K sold.

Okabena Investment Services first reported a position in AXP in Q4 2019 and held it in 7 quarters. The position peaked at $1.39M in Q4 2019. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Okabena Investment Services reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
Okabena Investment Services sold 83 American Express shares in Q3 2023, an estimated $14.5K.
Okabena Investment Services first reported a position in American Express in Q4 2019 and held it in 7 quarters.
Okabena Investment Services's American Express position peaked at $1.39M in Q4 2019.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.