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1834 Investment Advisors’s American Express AXP Stock Holding History

1834 Investment 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
2023
Q4 		– Sell
-1,462
Closed -$218K – 226
2023
Q3 		$218K Sell
1,462
-685
-32% -$112K 0.03% 225
2023
Q2 		$374K Buy
2,147
+585
+37% +$94.4K 0.04% 190
2023
Q1 		$258K Buy
+1,562
New +$259K 0.03% 212
2022
Q3 		– Sell
-1,702
Closed -$236K – 220
2022
Q2 		$236K Sell
1,702
-12,951
-88% -$2.14M 0.03% 178
2022
Q1 		$2.74M Sell
14,653
-3,840
-21% -$693K 0.34% 65
2021
Q4 		$3.02M Sell
18,493
-638
-3% -$109K 0.34% 68
2021
Q3 		$3.21M Sell
19,131
-29,153
-60% -$4.87M 0.39% 62
2021
Q2 		$7.98M Sell
48,284
-2,098
-4% -$329K 0.96% 41
2021
Q1 		$7.13M Sell
50,382
-2,271
-4% -$300K 0.92% 42
2020
Q4 		$6.37M Sell
52,653
-1,118
-2% -$124K 0.85% 44
2020
Q3 		$5.39M Buy
53,771
+2,361
+5% +$232K 0.79% 44
2020
Q2 		$4.89M Buy
51,410
+843
+2% +$77.6K 0.77% 43
2020
Q1 		$4.33M Buy
50,567
+34,693
+219% +$4.04M 0.82% 42
2019
Q4 		$1.98M Buy
15,874
+12,874
+429% +$1.54M 0.3% 69
2019
Q3 		$355K Hold
3,000
– – 0.05% 144
2019
Q2 		$370K Hold
3,000
– – 0.06% 137
2019
Q1 		$328K Hold
3,000
– – 0.05% 141
2018
Q4 		$286K Hold
3,000
– – 0.05% 148
2018
Q3 		$319K Hold
3,000
– – 0.05% 157
2018
Q2 		$294K Hold
3,000
– – 0.05% 155
2018
Q1 		$280K Sell
3,000
-200
-6% -$19.4K 0.05% 154
2017
Q4 		$318K Buy
+3,200
New +$305K 0.05% 149
2015
Q2 		– Sell
-2,901
Closed -$227K – 153
2015
Q1 		$227K Buy
2,901
+611
+27% +$50.8K 0.06% 153
2014
Q4 		$213K Hold
2,290
– – 0.06% 151
2014
Q3 		$200K Hold
2,290
– – 0.06% 157
2014
Q2 		$217K Hold
2,290
– – 0.06% 154
2014
Q1 		$206K Hold
2,290
– – 0.06% 148
2013
Q4 		$208K Buy
+2,290
New +$188K 0.06% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

1834 Investment Advisors's AXP Position: Q4 2023 in Review

1834 Investment Advisors sold out of American Express (AXP) in Q4 2023, closing a stake of 1,462 shares — an estimated $218K sold.

1834 Investment Advisors first reported a position in AXP in Q4 2013 and held it in 28 quarters. The position peaked at $7.98M in Q2 2021. 2,186 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • 1834 Investment Advisors reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,462 American Express shares in Q4 2023, an estimated $218K.
  • 1834 Investment Advisors first reported a position in American Express in Q4 2013 and held it in 28 quarters.
  • 1834 Investment Advisors's American Express position peaked at $7.98M in Q2 2021.
  • 2,186 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on 1834 Investment Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.