WCG Wealth Advisors’s American Express AXP Stock Holding History

WCG 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 Q1	–	Sell	-11,022	Closed	-$1.63M	–	157
2022 Q4	$1.63M	Buy	11,022 +393	+4%	+$58.2K	0.22%	84
2022 Q3	$1.51M	Buy	10,629 +522	+5%	+$79K	0.2%	95
2022 Q2	$1.4M	Buy	+10,107	New	+$1.67M	0.19%	95

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WCG Wealth Advisors's AXP Position: Q1 2023 in Review

WCG Wealth Advisors sold out of American Express (AXP) in Q1 2023, closing a stake of 11,022 shares — an estimated $1.63M sold.

WCG Wealth Advisors first reported a position in AXP in Q2 2022 and held it in 3 quarters. The position peaked at $1.63M in Q4 2022. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

WCG Wealth Advisors reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
WCG Wealth Advisors sold 11,022 American Express shares in Q1 2023, an estimated $1.63M.
WCG Wealth Advisors first reported a position in American Express in Q2 2022 and held it in 3 quarters.
WCG Wealth Advisors's American Express position peaked at $1.63M in Q4 2022.
2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on WCG Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.