Selective Wealth Management’s American Express AXP Stock Holding History

Selective Wealth Management’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 Q3	–	Sell	-250	Closed	-$35K	–	759
2022 Q2	$35K	Hold	250	–	–	0.01%	375
2022 Q1	$47K	Buy	+250	New	+$45.1K	0.02%	310
2020 Q3	–	Sell	-71	Closed	-$7K	–	317
2020 Q2	$7K	Hold	71	–	–	0.01%	257
2020 Q1	$6K	Hold	71	–	–	0.01%	184
2019 Q4	$9K	Hold	71	–	–	0.01%	164
2019 Q3	$8K	Buy	+71	New	+$8.71K	0.01%	180

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

Selective Wealth Management's AXP Position: Q3 2022 in Review

Selective Wealth Management sold out of American Express (AXP) in Q3 2022, closing a stake of 250 shares — an estimated $35K sold.

Selective Wealth Management first reported a position in AXP in Q3 2019 and held it in 6 quarters. The position peaked at $47K in Q1 2022. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Selective Wealth Management reported no remaining American Express position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 250 American Express shares in Q3 2022, an estimated $35K.
Selective Wealth Management first reported a position in American Express in Q3 2019 and held it in 6 quarters.
Selective Wealth Management's American Express position peaked at $47K in Q1 2022.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.