Wealth Advisors’s American Express AXP Stock Holding History

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
2021 Q4	–	Sell	-4,000	Closed	-$273K	–	72
2021 Q3	$273K	Hold	4,000	–	–	0.11%	55
2021 Q2	$264K	Hold	4,000	–	–	0.1%	59
2021 Q1	$170K	Sell	4,000 -2,000	-33%	-$264K	0.07%	76
2020 Q4	$187K	Buy	+6,000	New	+$665K	0.08%	65

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

Wealth Advisors's AXP Position: Q3 2023 in Review

Wealth Advisors held its American Express (AXP) position steady in Q3 2023 at 7,786 shares worth $1.16M. The position accounts for 0.52% of the portfolio, ranked #27.

Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.36M in Q2 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Wealth Advisors held 7,786 shares of American Express worth $1.16M as of Q3 2023.
Wealth Advisors left its American Express share count unchanged in Q3 2023.
American Express made up 0.52% of Wealth Advisors's portfolio in Q3 2023, its #27 holding.
Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 12 quarters since.
Wealth Advisors's American Express position peaked at $1.36M in Q2 2023.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.