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Cedar Wealth Management’s American Express AXP Stock Holding History

Cedar Wealth Management’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
Q4 		– Sell
-89
Closed -$24.1K – 194
2024
Q3 		$24.1K Hold
89
– – 0.01% 184
2024
Q2 		$20.6K Hold
89
– – 0.01% 198
2024
Q1 		$20.3K Buy
+89
New +$18.5K 0.01% 215

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cedar Wealth Management's AXP Position: Q4 2024 in Review

Cedar Wealth Management sold out of American Express (AXP) in Q4 2024, closing a stake of 89 shares — an estimated $24.1K sold.

Cedar Wealth Management first reported a position in AXP in Q1 2024 and held it in 3 quarters. The position peaked at $24.1K in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Cedar Wealth Management reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 89 American Express shares in Q4 2024, an estimated $24.1K.
  • Cedar Wealth Management first reported a position in American Express in Q1 2024 and held it in 3 quarters.
  • Cedar Wealth Management's American Express position peaked at $24.1K in Q3 2024.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.