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Resolute Financial’s American Express AXP Stock Holding History

Resolute Financial’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 		$320K Buy
2,168
+300
+16% +$44.5K 0.27% 83
2022
Q3 		$252K Hold
1,868
– – 0.24% 92
2022
Q2 		$259K Hold
1,868
– – 0.23% 92
2022
Q1 		$349K Hold
1,868
– – 0.28% 79
2021
Q4 		$306K Buy
+1,868
New +$319K 0.23% 87

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
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

Resolute Financial's AXP Position: Q4 2022 in Review

Resolute Financial increased its American Express (AXP) stake by 16% in Q4 2022, buying an estimated $44.5K and bringing the position to 2,168 shares worth $320K. The position accounts for 0.27% of the portfolio, ranked #83.

Resolute Financial first reported a position in AXP in Q4 2021 and has held it in 5 quarters since. The position peaked at $349K in Q1 2022. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Resolute Financial held 2,168 shares of American Express worth $320K as of Q4 2022.
  • Resolute Financial bought 300 American Express shares in Q4 2022, an estimated $44.5K.
  • American Express made up 0.27% of Resolute Financial's portfolio in Q4 2022, its #83 holding.
  • Resolute Financial first reported a position in American Express in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's American Express position peaked at $349K in Q1 2022.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.