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AdvisorShares Investments’s American Express AXP Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-1,801
Closed -$488K – 267
2024
Q3 		$488K Sell
1,801
-172
-9% -$42.8K 0.09% 116
2024
Q2 		$461K Sell
1,973
-597
-23% -$138K 0.08% 146
2024
Q1 		$585K Hold
2,570
– – 0.1% 95
2023
Q4 		$481K Buy
+2,570
New +$414K 0.11% 118
2022
Q2 		– Sell
-4,677
Closed -$875K – 241
2022
Q1 		$875K Buy
+4,677
New +$845K 0.14% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AdvisorShares Investments's AXP Position: Q4 2024 in Review

AdvisorShares Investments sold out of American Express (AXP) in Q4 2024, closing a stake of 1,801 shares — an estimated $488K sold.

AdvisorShares Investments first reported a position in AXP in Q1 2022 and held it in 5 quarters. The position peaked at $875K in Q1 2022. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • AdvisorShares Investments reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 1,801 American Express shares in Q4 2024, an estimated $488K.
  • AdvisorShares Investments first reported a position in American Express in Q1 2022 and held it in 5 quarters.
  • AdvisorShares Investments's American Express position peaked at $875K in Q1 2022.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on AdvisorShares Investments's 13F filing for Q4 2024, filed 14 Feb 2025.