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Personal Capital Advisors’s American Express AXP Stock Holding History

Personal Capital Advisors’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
Q4 		$1.76M Sell
11,906
-443
-4% -$65.6K 0.01% 216
2022
Q3 		$1.67M Buy
12,349
+463
+4% +$70.1K 0.01% 214
2022
Q2 		$1.65M Buy
11,886
+1,149
+11% +$190K 0.01% 214
2022
Q1 		$2.01M Sell
10,737
-443
-4% -$80K 0.01% 220
2021
Q4 		$1.79M Buy
11,180
+257
+2% +$43.8K 0.01% 233
2021
Q3 		$1.83M Buy
10,923
+97
+0.9% +$16.2K 0.01% 226
2021
Q2 		$1.79M Buy
10,826
+514
+5% +$80.5K 0.01% 228
2021
Q1 		$1.46M Sell
10,312
-2,168
-17% -$286K 0.01% 235
2020
Q4 		$1.51M Buy
12,480
+1,208
+11% +$134K 0.01% 233
2020
Q3 		$1.13M Sell
11,272
-672
-6% -$66.1K 0.01% 248
2020
Q2 		$1.14M Buy
11,944
+6,420
+116% +$591K 0.01% 225
2020
Q1 		$468K Sell
5,524
-462
-8% -$53.8K ﹤0.01% 255
2019
Q4 		$745K Sell
5,986
-515
-8% -$61.5K 0.01% 242
2019
Q3 		$768K Buy
6,501
+3,823
+143% +$469K 0.01% 232
2019
Q2 		$331K Buy
2,678
+29
+1% +$3.41K ﹤0.01% 262
2019
Q1 		$290K Buy
+2,649
New +$278K ﹤0.01% 276
2015
Q3 		– Sell
-133,497
Closed -$10.5M – 151
2015
Q2 		$10.5M Buy
133,497
+21,149
+19% +$1.68M 0.73% 48
2015
Q1 		$8.78M Buy
112,348
+104,259
+1,289% +$8.66M 0.71% 56
2014
Q4 		$753K Buy
8,089
+3,337
+70% +$299K 0.08% 105
2014
Q3 		$416K Buy
+4,752
New +$428K 0.05% 106

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Personal Capital Advisors's AXP Position: Q4 2022 in Review

Personal Capital Advisors reduced its American Express (AXP) stake by 3.6% in Q4 2022, selling an estimated $65.6K and leaving 11,906 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #216.

Personal Capital Advisors first reported a position in AXP in Q3 2014 and has held it in 20 quarters since. The position peaked at $10.5M in Q2 2015. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Personal Capital Advisors held 11,906 shares of American Express worth $1.76M as of Q4 2022.
  • Personal Capital Advisors sold 443 American Express shares in Q4 2022, an estimated $65.6K.
  • American Express made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #216 holding.
  • Personal Capital Advisors first reported a position in American Express in Q3 2014 and has held it in 20 quarters since.
  • Personal Capital Advisors's American Express position peaked at $10.5M in Q2 2015.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.