Caliber Wealth Management (Utah)’s American Express AXP Stock Holding History

Caliber Wealth Management (Utah)’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	$3.15M	Buy	13,837 +86	+0.6%	+$17.8K	1.68%	18
2023 Q4	$2.58M	Buy	13,751 +454	+3%	+$73.1K	1.51%	27
2023 Q3	$1.98M	Buy	13,297 +889	+7%	+$145K	1.33%	37
2023 Q2	$2.16M	Buy	12,408 +536	+5%	+$86.5K	1.45%	28
2023 Q1	$1.96M	Buy	11,872 +2,805	+31%	+$465K	1.47%	29
2022 Q4	$1.34M	Sell	9,067 -1,649	-15%	-$244K	1.02%	43
2022 Q3	$1.45M	Buy	10,716 +344	+3%	+$52.1K	1.14%	42
2022 Q2	$1.44M	Buy	+10,372	New	+$1.71M	1.12%	41

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

Caliber Wealth Management (Utah)'s AXP Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its American Express (AXP) stake by 0.63% in Q1 2024, buying an estimated $17.8K and bringing the position to 13,837 shares worth $3.15M. The position accounts for 1.68% of the portfolio, ranked #18.

Caliber Wealth Management (Utah) first reported a position in AXP in Q2 2022 and has held it in 8 quarters since. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Caliber Wealth Management (Utah) held 13,837 shares of American Express worth $3.15M as of Q1 2024.
Caliber Wealth Management (Utah) bought 86 American Express shares in Q1 2024, an estimated $17.8K.
American Express made up 1.68% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #18 holding.
Caliber Wealth Management (Utah) first reported a position in American Express in Q2 2022 and has held it in 8 quarters since.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.