Benedetti & Gucer’s American Express AXP Stock Holding History

Benedetti & Gucer’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	$554K	Hold	2,432	–	–	0.28%	63
2023 Q4	$456K	Sell	2,432 -42	-2%	-$6.76K	0.24%	78
2023 Q3	$369K	Buy	2,474 +167	+7%	+$27.3K	0.2%	86
2023 Q2	$402K	Sell	2,307 -317	-12%	-$51.1K	0.21%	84
2023 Q1	$433K	Buy	2,624 +336	+15%	+$55.7K	0.25%	79
2022 Q4	$338K	Hold	2,288	–	–	0.25%	68
2022 Q3	$309K	Hold	2,288	–	–	0.24%	58
2022 Q2	$318K	Sell	2,288 -250	-10%	-$41.3K	0.22%	64
2022 Q1	$474K	Sell	2,538 -75	-3%	-$13.5K	0.32%	49
2021 Q4	$427K	Sell	2,613 -485	-16%	-$82.7K	0.29%	46
2021 Q3	$519K	Sell	3,098 -75	-2%	-$12.5K	0.39%	39
2021 Q2	$524K	Buy	3,173 +60	+2%	+$9.4K	0.47%	34
2021 Q1	$440K	Buy	+3,113	New	+$411K	0.4%	40

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Benedetti & Gucer's AXP Position: Q1 2024 in Review

Benedetti & Gucer held its American Express (AXP) position steady in Q1 2024 at 2,432 shares worth $554K. The position accounts for 0.28% of the portfolio, ranked #63.

Benedetti & Gucer first reported a position in AXP in Q1 2021 and has held it in 13 quarters since. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Benedetti & Gucer held 2,432 shares of American Express worth $554K as of Q1 2024.
Benedetti & Gucer left its American Express share count unchanged in Q1 2024.
American Express made up 0.28% of Benedetti & Gucer's portfolio in Q1 2024, its #63 holding.
Benedetti & Gucer first reported a position in American Express in Q1 2021 and has held it in 13 quarters since.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.