Polaris Wealth Advisory Group’s American Express AXP Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-10,908	Closed	-$1.99M	–	136
2022 Q1	$1.99M	Buy	+10,908	New	+$1.97M	0.13%	79
2021 Q4	–	Sell	-1,280	Closed	-$223K	–	177
2021 Q3	$223K	Hold	1,280	–	–	0.01%	156
2021 Q2	$214K	Buy	+1,280	New	+$200K	0.01%	156
2020 Q3	–	Sell	-225,260	Closed	-$21.2M	–	157
2020 Q2	$21.2M	Buy	+225,260	New	+$20.7M	1.68%	28
2019 Q3	–	Sell	-237,863	Closed	-$29.7M	–	150
2019 Q2	$29.7M	Sell	237,863 -12,135	-5%	-$1.43M	2.25%	9
2019 Q1	$27.9M	Sell	249,998 -2,500	-1%	-$263K	2.1%	10
2018 Q4	$24.1M	Sell	252,498 -4,892	-2%	-$512K	2.26%	11
2018 Q3	$27.4M	Buy	+257,390	New	+$26.8M	1.89%	17
2018 Q2	–	Sell	-147	Closed	-$14K	–	261
2018 Q1	$14K	Buy	+147	New	+$14.2K	﹤0.01%	324
2014 Q2	–	Sell	-272	Closed	-$24K	–	78
2014 Q1	$24K	Hold	272	–	–	0.01%	110
2013 Q4	$25K	Hold	272	–	–	0.01%	117
2013 Q3	$20.5K	Sell	272 -11,534	-98%	-$868K	0.01%	102
2013 Q2	$883K	Buy	+11,806	New	+$840K	0.35%	18

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Polaris Wealth Advisory Group's AXP Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of American Express (AXP) in Q2 2022, closing a stake of 10,908 shares — an estimated $1.99M sold.

Polaris Wealth Advisory Group first reported a position in AXP in Q2 2013 and held it in 13 quarters. The position peaked at $29.7M in Q2 2019. 1,970 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 10,908 American Express shares in Q2 2022, an estimated $1.99M.
Polaris Wealth Advisory Group first reported a position in American Express in Q2 2013 and held it in 13 quarters.
Polaris Wealth Advisory Group's American Express position peaked at $29.7M in Q2 2019.
1,970 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.