Wipfli Financial Advisors’s American Express AXP Stock Holding History

Wipfli Financial 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 Q3	$717K	Buy	+5,318	New	+$805K	0.05%	164

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

Wipfli Financial Advisors's AXP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in American Express (AXP) in Q3 2022: 5,318 shares worth $717K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings.

1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

Wipfli Financial Advisors held 5,318 shares of American Express worth $717K as of Q3 2022.
American Express was a new Wipfli Financial Advisors position in Q3 2022.
American Express made up 0.05% of Wipfli Financial Advisors's portfolio in Q3 2022, its #164 holding.
1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.