OPWM
AXP icon

Oxinas Partners Wealth Management’s American Express AXP Stock Holding History

Oxinas Partners 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
2021
Q4 		– Sell
-1,312
Closed -$220K – 152
2021
Q3 		$220K Hold
1,312
– – 0.13% 136
2021
Q2 		$217K Buy
+1,312
New +$205K 0.12% 138

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxinas Partners Wealth Management's AXP Position: Q4 2021 in Review

Oxinas Partners Wealth Management sold out of American Express (AXP) in Q4 2021, closing a stake of 1,312 shares — an estimated $220K sold.

Oxinas Partners Wealth Management first reported a position in AXP in Q2 2021 and held it in 2 quarters. The position peaked at $220K in Q3 2021. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

  • Oxinas Partners Wealth Management reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 1,312 American Express shares in Q4 2021, an estimated $220K.
  • Oxinas Partners Wealth Management first reported a position in American Express in Q2 2021 and held it in 2 quarters.
  • Oxinas Partners Wealth Management's American Express position peaked at $220K in Q3 2021.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Oxinas Partners Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.