V Wealth Advisors’s American Express AXP Stock Holding History

V 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	–	Sell	-2,575	Closed	-$449K	–	136
2023 Q2	$449K	Sell	2,575 -16	-0.6%	-$2.58K	0.07%	218
2023 Q1	$427K	Sell	2,591 -139	-5%	-$23.1K	0.08%	221
2022 Q4	$403K	Buy	2,730 +440	+19%	+$65.2K	0.08%	225
2022 Q3	$309K	Sell	2,290 -2,153	-48%	-$326K	0.06%	277
2022 Q2	$616K	Sell	4,443 -108	-2%	-$17.8K	0.12%	190
2022 Q1	$851K	Sell	4,551 -860	-16%	-$155K	0.14%	169
2021 Q4	$885K	Buy	5,411 +43	+0.8%	+$7.33K	0.13%	173
2021 Q3	$900K	Buy	5,368 +89	+2%	+$14.9K	0.14%	163
2021 Q2	$872K	Buy	5,279 +538	+11%	+$84.3K	0.14%	169
2021 Q1	$670K	Buy	4,741 +204	+4%	+$27K	0.12%	190
2020 Q4	$549K	Buy	4,537 +2,435	+116%	+$270K	0.11%	193
2020 Q3	$211K	Sell	2,102 -2,140	-50%	-$211K	0.15%	160
2020 Q2	$404K	Sell	4,242 -1,406	-25%	-$129K	0.1%	216
2020 Q1	$483K	Buy	+5,648	New	+$657K	0.15%	156

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

V Wealth Advisors sold out of American Express (AXP) in Q3 2023, closing a stake of 2,575 shares — an estimated $449K sold.

V Wealth Advisors first reported a position in AXP in Q1 2020 and held it in 14 quarters. The position peaked at $900K in Q3 2021. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

V Wealth Advisors reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,575 American Express shares in Q3 2023, an estimated $449K.
V Wealth Advisors first reported a position in American Express in Q1 2020 and held it in 14 quarters.
V Wealth Advisors's American Express position peaked at $900K in Q3 2021.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.