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Ables Iannone Moore & Associates’s American Express AXP Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-250
Closed -$46.8K – 92
2023
Q4 		$46.8K Buy
+250
New +$40.2K 0.04% 99

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
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
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

Ables Iannone Moore & Associates's AXP Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of American Express (AXP) in Q1 2024, closing a stake of 250 shares — an estimated $46.8K sold.

Ables Iannone Moore & Associates first reported a position in AXP in Q4 2023 and held it in 1 quarter. The position peaked at $46.8K in Q4 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 250 American Express shares in Q1 2024, an estimated $46.8K.
  • Ables Iannone Moore & Associates first reported a position in American Express in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's American Express position peaked at $46.8K in Q4 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.