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Alera Investment Advisors’s American Express AXP Stock Holding History

Alera 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
2024
Q3 		$318K Sell
1,174
-72
-6% -$17.9K 0.04% 200
2024
Q2 		$289K Buy
+1,246
New +$289K 0.03% 202
2019
Q2 		– Sell
-525
Closed -$57K – 158
2019
Q1 		$57K Sell
525
-126
-19% -$13.2K 0.03% 146
2018
Q4 		$62K Buy
+651
New +$68.1K 0.04% 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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's AXP Position: Q3 2024 in Review

Alera Investment Advisors reduced its American Express (AXP) stake by 5.8% in Q3 2024, selling an estimated $17.9K and leaving 1,174 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #200.

Alera Investment Advisors first reported a position in AXP in Q4 2018 and has held it in 4 quarters since. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Alera Investment Advisors held 1,174 shares of American Express worth $318K as of Q3 2024.
  • Alera Investment Advisors sold 72 American Express shares in Q3 2024, an estimated $17.9K.
  • American Express made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #200 holding.
  • Alera Investment Advisors first reported a position in American Express in Q4 2018 and has held it in 4 quarters since.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.