WESPAC Advisors SoCal’s American Express AXP Stock Holding History

WESPAC Advisors SoCal’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 Q2	–	Sell	-41,945	Closed	-$7.84M	–	77
2022 Q1	$7.84M	Buy	41,945 +625	+2%	+$113K	2.42%	17
2021 Q4	$7.58M	Buy	+41,320	New	+$7.05M	2.32%	20
2019 Q2	–	Sell	-100	Closed	-$10K	–	101
2019 Q1	$10K	Sell	100 -305	-75%	-$32.1K	0.01%	229
2018 Q4	$38K	Buy	405 +305	+305%	+$31.9K	0.02%	133
2018 Q3	$10K	Buy	+100	New	+$10.4K	0.01%	236
2017 Q4	–	Sell	-62	Closed	-$5K	–	255
2017 Q3	$5K	Buy	+62	New	+$5.33K	﹤0.01%	222

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WESPAC Advisors SoCal's AXP Position: Q2 2022 in Review

WESPAC Advisors SoCal sold out of American Express (AXP) in Q2 2022, closing a stake of 41,945 shares — an estimated $7.84M sold.

WESPAC Advisors SoCal first reported a position in AXP in Q3 2017 and held it in 6 quarters. The position peaked at $7.84M in Q1 2022. 1,970 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

WESPAC Advisors SoCal reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
WESPAC Advisors SoCal sold 41,945 American Express shares in Q2 2022, an estimated $7.84M.
WESPAC Advisors SoCal first reported a position in American Express in Q3 2017 and held it in 6 quarters.
WESPAC Advisors SoCal's American Express position peaked at $7.84M in Q1 2022.
1,970 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2022, filed 19 Jul 2022.