Westwood Holdings Group’s American Express AXP Stock Holding History

Westwood Holdings Group’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	-175	Closed	-$26K	–	498
2022 Q4	$26K	Buy	+175	New	+$25.9K	﹤0.01%	537
2020 Q1	–	Sell	-166	Closed	-$21K	–	415
2019 Q4	$21K	Sell	166 -7,814	-98%	-$934K	﹤0.01%	514
2019 Q3	$944K	Sell	7,980 -853	-10%	-$105K	0.01%	340
2019 Q2	$1.09M	Sell	8,833 -1,078	-11%	-$127K	0.01%	343
2019 Q1	$1.08M	Sell	9,911 -820	-8%	-$86.2K	0.01%	315
2018 Q4	$1.02M	Sell	10,731 -497	-4%	-$52K	0.01%	297
2018 Q3	$1.2M	Sell	11,228 -1,198	-10%	-$125K	0.01%	299
2018 Q2	$1.22M	Sell	12,426 -470	-4%	-$46.2K	0.01%	315
2018 Q1	$1.2M	Buy	+12,896	New	+$1.25M	0.01%	316

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

Westwood Holdings Group's AXP Position: Q1 2023 in Review

Westwood Holdings Group sold out of American Express (AXP) in Q1 2023, closing a stake of 175 shares — an estimated $26K sold.

Westwood Holdings Group first reported a position in AXP in Q1 2018 and held it in 9 quarters. The position peaked at $1.22M in Q2 2018. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Westwood Holdings Group reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
Westwood Holdings Group sold 175 American Express shares in Q1 2023, an estimated $26K.
Westwood Holdings Group first reported a position in American Express in Q1 2018 and held it in 9 quarters.
Westwood Holdings Group's American Express position peaked at $1.22M in Q2 2018.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.