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Sutton Wealth Advisors’s American Express AXP Stock Holding History

Sutton Wealth Advisors’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
Q3 		$58.5K Sell
392
-1
-0.3% -$164 0.03% 213
2023
Q2 		$68.5K Sell
393
-16
-4% -$2.58K 0.03% 198
2023
Q1 		$67.5K Sell
409
-3,395
-89% -$563K 0.04% 182
2022
Q4 		$562K Buy
3,804
+19
+0.5% +$2.81K 0.21% 74
2022
Q3 		$511K Buy
3,785
+48
+1% +$7.27K 0.21% 77
2022
Q2 		$518K Sell
3,737
-19
-0.5% -$3.14K 0.21% 80
2022
Q1 		$702K Buy
3,756
+21
+0.6% +$3.79K 0.24% 69
2021
Q4 		$611K Sell
3,735
-5
-0.1% -$853 0.2% 77
2021
Q3 		$627K Sell
3,740
-3
-0.1% -$502 0.23% 76
2021
Q2 		$618K Hold
3,743
– – 0.23% 80
2021
Q1 		$529K Buy
3,743
+9
+0.2% +$1.19K 0.21% 77
2020
Q4 		$451K Buy
3,734
+26
+0.7% +$2.88K 0.19% 89
2020
Q3 		$372K Sell
3,708
-5
-0.1% -$492 0.18% 97
2020
Q2 		$353K Buy
3,713
+14
+0.4% +$1.29K 0.18% 94
2020
Q1 		$317K Buy
3,699
+9
+0.2% +$1.05K 0.2% 89
2019
Q4 		$459K Hold
3,690
– – 0.24% 74
2019
Q3 		$436K Hold
3,690
– – 0.24% 73
2019
Q2 		$455K Buy
3,690
+16
+0.4% +$1.88K 0.26% 69
2019
Q1 		$402K Buy
3,674
+14
+0.4% +$1.47K 0.23% 74
2018
Q4 		$349K Sell
3,660
-25
-0.7% -$2.62K 0.23% 76
2018
Q3 		$392K Hold
3,685
– – 0.26% 63
2018
Q2 		$361K Hold
3,685
– – 0.25% 64
2018
Q1 		$344K Hold
3,685
– – 0.25% 67
2017
Q4 		$366K Hold
3,685
– – 0.27% 64
2017
Q3 		$333K Hold
3,685
– – 0.25% 65
2017
Q2 		$310K Hold
3,685
– – 0.25% 68
2017
Q1 		$292K Hold
3,685
– – 0.24% 69
2016
Q4 		$273K Hold
3,685
– – 0.24% 71
2016
Q3 		$236K Hold
3,685
– – 0.22% 76
2016
Q2 		$224K Hold
3,685
– – 0.21% 82
2016
Q1 		$226K Buy
+3,685
New +$214K 0.21% 78

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's AXP Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its American Express (AXP) stake by 0.25% in Q3 2023, selling an estimated $164 and leaving 392 shares worth $58.5K. The position accounts for 0.03% of the portfolio, ranked #213.

Sutton Wealth Advisors first reported a position in AXP in Q1 2016 and has held it in 31 quarters since. The position peaked at $702K in Q1 2022. 1,998 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Sutton Wealth Advisors held 392 shares of American Express worth $58.5K as of Q3 2023.
  • Sutton Wealth Advisors sold 1 American Express share in Q3 2023, an estimated $164.
  • American Express made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #213 holding.
  • Sutton Wealth Advisors first reported a position in American Express in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's American Express position peaked at $702K in Q1 2022.
  • 1,998 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.