Surevest’s American Express AXP Stock Holding History

Surevest’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	$104K	Sell	773 -293	-27%	-$44.4K	0.03%	164
2022 Q2	$148K	Buy	1,066 +132	+14%	+$21.8K	0.04%	150
2022 Q1	$175K	Buy	934 +1	+0.1%	+$181	0.04%	138
2021 Q4	$153K	Buy	+933	New	+$159K	0.04%	132
2019 Q1	–	Sell	-2,668	Closed	-$254K	–	125
2018 Q4	$254K	Buy	+2,668	New	+$279K	0.2%	110

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

Surevest's AXP Position: Q3 2022 in Review

Surevest reduced its American Express (AXP) stake by 27% in Q3 2022, selling an estimated $44.4K and leaving 773 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #164.

Surevest first reported a position in AXP in Q4 2018 and has held it in 5 quarters since. The position peaked at $254K in Q4 2018. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Surevest held 773 shares of American Express worth $104K as of Q3 2022.
Surevest sold 293 American Express shares in Q3 2022, an estimated $44.4K.
American Express made up 0.03% of Surevest's portfolio in Q3 2022, its #164 holding.
Surevest first reported a position in American Express in Q4 2018 and has held it in 5 quarters since.
Surevest's American Express position peaked at $254K in Q4 2018.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.