Coulter & Justus Financial Services’s American Express AXP Stock Holding History

Coulter & Justus Financial Services’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 Q1	$22.6M	Buy	+99,401	New	+$20.6M	5.03%	3

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Coulter & Justus Financial Services's AXP Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in American Express (AXP) in Q1 2024: 99,401 shares worth $22.6M. The stake represents 5.03% of the portfolio and ranks #3 among its holdings.

2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Coulter & Justus Financial Services held 99,401 shares of American Express worth $22.6M as of Q1 2024.
American Express was a new Coulter & Justus Financial Services position in Q1 2024.
American Express made up 5.03% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #3 holding.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.