Cedar Brook Financial Partners’s American Express AXP Stock Holding History

Cedar Brook Financial 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 Q2	–	Sell	-1,978	Closed	-$450K	–	49
2024 Q1	$450K	Sell	1,978 -1	-0.1%	-$207	0.09%	224
2023 Q4	$366K	Buy	+1,979	New	+$319K	0.08%	242
2022 Q3	–	Sell	-1,499	Closed	-$208K	–	353
2022 Q2	$208K	Buy	1,499 +25	+2%	+$4.13K	0.07%	317
2022 Q1	$276K	Buy	1,474 +88	+6%	+$15.9K	0.07%	300
2021 Q4	$227K	Buy	1,386 +99	+8%	+$16.9K	0.06%	335
2021 Q3	$216K	Buy	+1,287	New	+$215K	0.06%	315

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cedar Brook Financial Partners's AXP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of American Express (AXP) in Q2 2024, closing a stake of 1,978 shares — an estimated $450K sold.

Cedar Brook Financial Partners first reported a position in AXP in Q3 2021 and held it in 6 quarters. The position peaked at $450K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Cedar Brook Financial Partners reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 1,978 American Express shares in Q2 2024, an estimated $450K.
Cedar Brook Financial Partners first reported a position in American Express in Q3 2021 and held it in 6 quarters.
Cedar Brook Financial Partners's American Express position peaked at $450K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.