SBK Financial’s American Express AXP Stock Holding History

SBK 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 Q1	–	Sell	-150	Closed	-$25K	–	77
2021 Q4	$25K	Buy	+150	New	+$25.6K	0.02%	110

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBK Financial's AXP Position: Q1 2022 in Review

SBK Financial sold out of American Express (AXP) in Q1 2022, closing a stake of 150 shares — an estimated $25K sold.

SBK Financial first reported a position in AXP in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

SBK Financial reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 150 American Express shares in Q1 2022, an estimated $25K.
SBK Financial first reported a position in American Express in Q4 2021 and held it in 1 quarter.
SBK Financial's American Express position peaked at $25K in Q4 2021.
2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.