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Beam Wealth Advisors’s American Express AXP Stock Holding History

Beam Wealth 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
Q2 		– Sell
-1,226
Closed -$279K – 104
2024
Q1 		$279K Buy
1,226
+137
+13% +$28.4K 0.17% 91
2023
Q4 		$204K Buy
+1,089
New +$175K 0.13% 101

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beam Wealth Advisors's AXP Position: Q2 2024 in Review

Beam Wealth Advisors sold out of American Express (AXP) in Q2 2024, closing a stake of 1,226 shares — an estimated $279K sold.

Beam Wealth Advisors first reported a position in AXP in Q4 2023 and held it in 2 quarters. The position peaked at $279K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Beam Wealth Advisors reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 1,226 American Express shares in Q2 2024, an estimated $279K.
  • Beam Wealth Advisors first reported a position in American Express in Q4 2023 and held it in 2 quarters.
  • Beam Wealth Advisors's American Express position peaked at $279K in Q1 2024.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.