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Vahanian & Associates Financial Planning’s American Express AXP Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-2,044
Closed -$334K – 71
2021
Q4 		$334K Buy
+2,044
New +$349K 0.27% 109

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vahanian & Associates Financial Planning's AXP Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of American Express (AXP) in Q1 2022, closing a stake of 2,044 shares — an estimated $334K sold.

Vahanian & Associates Financial Planning first reported a position in AXP in Q4 2021 and held it in 1 quarter. The position peaked at $334K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,044 American Express shares in Q1 2022, an estimated $334K.
  • Vahanian & Associates Financial Planning first reported a position in American Express in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's American Express position peaked at $334K in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.