Win Advisors’s American Express AXP Stock Holding History

Win 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
2022 Q2	–	Sell	-905	Closed	-$169K	–	161
2022 Q1	$169K	Buy	+905	New	+$163K	0.04%	58

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Win Advisors's AXP Position: Q2 2022 in Review

Win Advisors sold out of American Express (AXP) in Q2 2022, closing a stake of 905 shares — an estimated $169K sold.

Win Advisors first reported a position in AXP in Q1 2022 and held it in 1 quarter. The position peaked at $169K in Q1 2022. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Win Advisors reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
Win Advisors sold 905 American Express shares in Q2 2022, an estimated $169K.
Win Advisors first reported a position in American Express in Q1 2022 and held it in 1 quarter.
Win Advisors's American Express position peaked at $169K in Q1 2022.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.