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Oxler Private Wealth’s American Express AXP Stock Holding History

Oxler Private 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
Q3 		– Sell
-502
Closed -$69.7K – 444
2022
Q2 		$69.7K Buy
+502
New +$82.9K 0.03% 138
2021
Q1 		– Sell
-500
Closed -$60K – 124
2020
Q4 		$60K Buy
+500
New +$55.4K 0.03% 151

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
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
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

Oxler Private Wealth's AXP Position: Q3 2022 in Review

Oxler Private Wealth sold out of American Express (AXP) in Q3 2022, closing a stake of 502 shares — an estimated $69.7K sold.

Oxler Private Wealth first reported a position in AXP in Q4 2020 and held it in 2 quarters. The position peaked at $69.7K in Q2 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Oxler Private Wealth reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 502 American Express shares in Q3 2022, an estimated $69.7K.
  • Oxler Private Wealth first reported a position in American Express in Q4 2020 and held it in 2 quarters.
  • Oxler Private Wealth's American Express position peaked at $69.7K in Q2 2022.
  • 1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Oxler Private Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.