YWP
AXP icon

YorkBridge Wealth Partners’s American Express AXP Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$637K Hold
4,312
– – 0.16% 109
2022
Q3 		$582K Hold
4,312
– – 0.15% 111
2022
Q2 		$598K Sell
4,312
-10
-0.2% -$1.65K 0.16% 114
2022
Q1 		$808K Hold
4,322
– – 0.18% 100
2021
Q4 		$707K Sell
4,322
-200
-4% -$34.1K 0.16% 108
2021
Q3 		$758K Sell
4,522
-136
-3% -$22.7K 0.19% 97
2021
Q2 		$770K Sell
4,658
-99
-2% -$15.5K 0.2% 93
2021
Q1 		$673K Sell
4,757
-78
-2% -$10.3K 0.2% 92
2020
Q4 		$585K Sell
4,835
-595
-11% -$65.9K 0.2% 93
2020
Q3 		$544K Sell
5,430
-352
-6% -$34.6K 0.23% 89
2020
Q2 		$550K Buy
5,782
+467
+9% +$43K 0.25% 84
2020
Q1 		$455K Sell
5,315
-183
-3% -$21.3K 0.28% 85
2019
Q4 		$684K Sell
5,498
-44
-0.8% -$5.26K 0.31% 82
2019
Q3 		$656K Sell
5,542
-194
-3% -$23.8K 0.33% 81
2019
Q2 		$708K Sell
5,736
-307
-5% -$36.1K 0.31% 75
2019
Q1 		$660K Sell
6,043
-5,509
-48% -$579K 0.3% 75
2018
Q4 		$1.1M Sell
11,552
-374
-3% -$39.1K 0.58% 50
2018
Q3 		$1.29M Sell
11,926
-256
-2% -$26.6K 0.59% 50
2018
Q2 		$1.19M Sell
12,182
-233
-2% -$22.9K 0.52% 53
2018
Q1 		$1.16M Buy
12,415
+118
+1% +$11.4K 0.53% 53
2017
Q4 		$1.13M Sell
12,297
-265
-2% -$25.2K 0.55% 49
2017
Q3 		$1.14M Sell
12,562
-56
-0.4% -$4.81K 0.59% 46
2017
Q2 		$1.07M Sell
12,618
-25
-0.2% -$1.98K 0.57% 50
2017
Q1 		$1.01M Buy
12,643
+245
+2% +$19.2K 0.53% 52
2016
Q4 		$903K Buy
+12,398
New +$858K 0.53% 53

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

YorkBridge Wealth Partners's AXP Position: Q4 2022 in Review

YorkBridge Wealth Partners held its American Express (AXP) position steady in Q4 2022 at 4,312 shares worth $637K. The position accounts for 0.16% of the portfolio, ranked #109.

YorkBridge Wealth Partners first reported a position in AXP in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.29M in Q3 2018. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • YorkBridge Wealth Partners held 4,312 shares of American Express worth $637K as of Q4 2022.
  • YorkBridge Wealth Partners left its American Express share count unchanged in Q4 2022.
  • American Express made up 0.16% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #109 holding.
  • YorkBridge Wealth Partners first reported a position in American Express in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's American Express position peaked at $1.29M in Q3 2018.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.