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Ulland Investment Advisors’s American Express AXP Stock Holding History

Ulland Investment 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
2022
Q4 		– Sell
-600
Closed -$81K – 212
2022
Q3 		$81K Hold
600
– – 0.09% 72
2022
Q2 		$83K Sell
600
-50
-8% -$8.26K 0.09% 75
2022
Q1 		$122K Buy
650
+50
+8% +$9.03K 0.09% 70
2021
Q4 		$98K Buy
+600
New +$102K 0.06% 81

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

Ulland Investment Advisors's AXP Position: Q4 2022 in Review

Ulland Investment Advisors sold out of American Express (AXP) in Q4 2022, closing a stake of 600 shares — an estimated $81K sold.

Ulland Investment Advisors first reported a position in AXP in Q4 2021 and held it in 4 quarters. The position peaked at $122K in Q1 2022. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Ulland Investment Advisors reported no remaining American Express position as of Q4 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 600 American Express shares in Q4 2022, an estimated $81K.
  • Ulland Investment Advisors first reported a position in American Express in Q4 2021 and held it in 4 quarters.
  • Ulland Investment Advisors's American Express position peaked at $122K in Q1 2022.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Ulland Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.