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Pinion Investment Advisors’s American Express AXP Stock Holding History

Pinion Investment 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
2023
Q3 		– Sell
-1,797
Closed -$313K – 157
2023
Q2 		$313K Buy
1,797
+301
+20% +$48.6K 0.21% 121
2023
Q1 		$247K Sell
1,496
-285
-16% -$47.3K 0.23% 108
2022
Q4 		$263K Sell
1,781
-460
-21% -$68.2K 0.25% 107
2022
Q3 		$302K Sell
2,241
-766
-25% -$116K 0.26% 115
2022
Q2 		$417K Buy
3,007
+307
+11% +$50.7K 0.35% 95
2022
Q1 		$505K Buy
+2,700
New +$488K 0.35% 89

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinion Investment Advisors's AXP Position: Q3 2023 in Review

Pinion Investment Advisors sold out of American Express (AXP) in Q3 2023, closing a stake of 1,797 shares — an estimated $313K sold.

Pinion Investment Advisors first reported a position in AXP in Q1 2022 and held it in 6 quarters. The position peaked at $505K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Pinion Investment Advisors reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,797 American Express shares in Q3 2023, an estimated $313K.
  • Pinion Investment Advisors first reported a position in American Express in Q1 2022 and held it in 6 quarters.
  • Pinion Investment Advisors's American Express position peaked at $505K in Q1 2022.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.