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Proquility Private Wealth Partners’s American Express AXP Stock Holding History

Proquility Private Wealth Partners’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
Q2 		– Sell
-5,180
Closed -$854K – 87
2023
Q1 		$854K Buy
+5,180
New +$859K 0.34% 74

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

Proquility Private Wealth Partners's AXP Position: Q2 2023 in Review

Proquility Private Wealth Partners sold out of American Express (AXP) in Q2 2023, closing a stake of 5,180 shares — an estimated $854K sold.

Proquility Private Wealth Partners first reported a position in AXP in Q1 2023 and held it in 1 quarter. The position peaked at $854K in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

  • Proquility Private Wealth Partners reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 5,180 American Express shares in Q2 2023, an estimated $854K.
  • Proquility Private Wealth Partners first reported a position in American Express in Q1 2023 and held it in 1 quarter.
  • Proquility Private Wealth Partners's American Express position peaked at $854K in Q1 2023.
  • 2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Proquility Private Wealth Partners's 13F filing for Q2 2023, filed 14 Sep 2023.