AJOVista’s American Express AXP Stock Holding History

AJOVista’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 Q3	–	Sell	-1,048	Closed	-$243K	–	124
2024 Q2	$243K	Hold	1,048	–	–	0.7%	32
2024 Q1	$239K	Hold	1,048	–	–	0.65%	33
2023 Q4	$196K	Buy	+1,048	New	+$169K	0.25%	70

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AJOVista's AXP Position: Q3 2024 in Review

AJOVista sold out of American Express (AXP) in Q3 2024, closing a stake of 1,048 shares — an estimated $243K sold.

AJOVista first reported a position in AXP in Q4 2023 and held it in 3 quarters. The position peaked at $243K in Q2 2024. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

AJOVista reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
AJOVista sold 1,048 American Express shares in Q3 2024, an estimated $243K.
AJOVista first reported a position in American Express in Q4 2023 and held it in 3 quarters.
AJOVista's American Express position peaked at $243K in Q2 2024.
2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.