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Zeke Capital Advisors’s American Express AXP Stock Holding History

Zeke Capital 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
Q4 		$568K Buy
3,845
+381
+11% +$56.5K 0.04% 222
2022
Q3 		$467K Sell
3,464
-41
-1% -$6.21K 0.03% 218
2022
Q2 		$485K Sell
3,505
-52
-1% -$8.59K 0.03% 225
2022
Q1 		$665K Buy
+3,557
New +$642K 0.03% 184
2021
Q1 		– Sell
-3,716
Closed -$449K – 308
2020
Q4 		$449K Buy
+3,716
New +$412K 0.04% 133
2020
Q2 		– Sell
-6,194
Closed -$530K – 218
2020
Q1 		$530K Sell
6,194
-32,291
-84% -$3.76M 0.15% 85
2019
Q4 		$4.79M Sell
38,485
-1,682
-4% -$201K 0.4% 45
2019
Q3 		$4.75M Sell
40,167
-360
-0.9% -$44.1K 0.42% 48
2019
Q2 		$5M Sell
40,527
-263
-0.6% -$30.9K 0.47% 43
2019
Q1 		$4.46M Sell
40,790
-450
-1% -$47.3K 0.41% 51
2018
Q4 		$3.93M Buy
41,240
+3,035
+8% +$318K 0.38% 54
2018
Q3 		$4.07M Buy
38,205
+874
+2% +$90.9K 0.33% 53
2018
Q2 		$3.66M Buy
37,331
+4,973
+15% +$489K 0.34% 56
2018
Q1 		$3.02M Buy
32,358
+90
+0.3% +$8.72K 0.28% 65
2017
Q4 		$3.21M Buy
32,268
+9,059
+39% +$863K 0.34% 51
2017
Q3 		$2.1M Buy
23,209
+12,242
+112% +$1.05M 0.29% 61
2017
Q2 		$924K Buy
10,967
+2,833
+35% +$224K 0.18% 76
2017
Q1 		$643K Buy
8,134
+2,289
+39% +$179K 0.13% 85
2016
Q4 		$433K Buy
+5,845
New +$405K 0.12% 91
2015
Q4 		– Sell
-2,827
Closed -$210K – 45
2015
Q3 		$210K Sell
2,827
-191
-6% -$14.7K 0.14% 43
2015
Q2 		$235K Sell
3,018
-2,126
-41% -$169K 0.19% 41
2015
Q1 		$402K Sell
5,144
-360
-7% -$29.9K 0.31% 40
2014
Q4 		$512K Buy
5,504
+390
+8% +$35K 0.4% 37
2014
Q3 		$448K Buy
+5,114
New +$460K 0.41% 35

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

Zeke Capital Advisors's AXP Position: Q4 2022 in Review

Zeke Capital Advisors increased its American Express (AXP) stake by 11% in Q4 2022, buying an estimated $56.5K and bringing the position to 3,845 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #222.

Zeke Capital Advisors first reported a position in AXP in Q3 2014 and has held it in 24 quarters since. The position peaked at $5M in Q2 2019. 2,007 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Zeke Capital Advisors held 3,845 shares of American Express worth $568K as of Q4 2022.
  • Zeke Capital Advisors bought 381 American Express shares in Q4 2022, an estimated $56.5K.
  • American Express made up 0.04% of Zeke Capital Advisors's portfolio in Q4 2022, its #222 holding.
  • Zeke Capital Advisors first reported a position in American Express in Q3 2014 and has held it in 24 quarters since.
  • Zeke Capital Advisors's American Express position peaked at $5M in Q2 2019.
  • 2,007 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.