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CIC Wealth’s American Express AXP Stock Holding History

CIC Wealth’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 		$372K Hold
1,372
– – 0.1% 117
2024
Q2 		$318K Sell
1,372
-146
-10% -$33.8K 0.09% 120
2024
Q1 		$346K Buy
1,518
+47
+3% +$9.75K 0.1% 116
2023
Q4 		$276K Buy
1,471
+50
+4% +$8.05K 0.09% 127
2023
Q3 		$212K Sell
1,421
-45
-3% -$7.36K 0.08% 142
2023
Q2 		$255K Hold
1,466
– – 0.09% 130
2023
Q1 		$242K Sell
1,466
-46
-3% -$7.63K 0.09% 138
2022
Q4 		$223K Buy
+1,512
New +$224K 0.09% 144

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CIC Wealth's AXP Position: Q3 2024 in Review

CIC Wealth held its American Express (AXP) position steady in Q3 2024 at 1,372 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #117.

CIC Wealth first reported a position in AXP in Q4 2022 and has held it in 8 quarters since. 2,453 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • CIC Wealth held 1,372 shares of American Express worth $372K as of Q3 2024.
  • CIC Wealth left its American Express share count unchanged in Q3 2024.
  • American Express made up 0.1% of CIC Wealth's portfolio in Q3 2024, its #117 holding.
  • CIC Wealth first reported a position in American Express in Q4 2022 and has held it in 8 quarters since.
  • 2,453 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.