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Cascade Investment Group’s American Express AXP Stock Holding History

Cascade Investment Group’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
-1,320
Closed -$301K – 132
2024
Q1 		$301K Hold
1,320
– – 0.22% 105
2023
Q4 		$247K Buy
+1,320
New +$212K 0.2% 112
2023
Q3 		– Sell
-1,320
Closed -$230K – 124
2023
Q2 		$230K Hold
1,320
– – 0.21% 108
2023
Q1 		$218K Buy
+1,320
New +$219K 0.21% 112

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

Cascade Investment Group's AXP Position: Q2 2024 in Review

Cascade Investment Group sold out of American Express (AXP) in Q2 2024, closing a stake of 1,320 shares — an estimated $301K sold.

Cascade Investment Group first reported a position in AXP in Q1 2023 and held it in 4 quarters. The position peaked at $301K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Cascade Investment Group reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
  • Cascade Investment Group sold 1,320 American Express shares in Q2 2024, an estimated $301K.
  • Cascade Investment Group first reported a position in American Express in Q1 2023 and held it in 4 quarters.
  • Cascade Investment Group's American Express position peaked at $301K in Q1 2024.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Cascade Investment Group's 13F filing for Q2 2024, filed 16 Jul 2024.