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Capasso Planning Partners’s American Express AXP Stock Holding History

Capasso Planning Partners’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
-1,067
Closed -$247K – 149
2024
Q2 		$247K Buy
+1,067
New +$247K 0.08% 125

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

Capasso Planning Partners's AXP Position: Q3 2024 in Review

Capasso Planning Partners sold out of American Express (AXP) in Q3 2024, closing a stake of 1,067 shares — an estimated $247K sold.

Capasso Planning Partners first reported a position in AXP in Q2 2024 and held it in 1 quarter. The position peaked at $247K in Q2 2024. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Capasso Planning Partners reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 1,067 American Express shares in Q3 2024, an estimated $247K.
  • Capasso Planning Partners first reported a position in American Express in Q2 2024 and held it in 1 quarter.
  • Capasso Planning Partners's American Express position peaked at $247K in Q2 2024.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Capasso Planning Partners's 13F filing for Q3 2024, filed 2 Dec 2024.