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Criterion Capital Advisors’s American Express AXP Stock Holding History

Criterion Capital Advisors’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 		$74.1K Hold
320
– – 0.05% 105
2024
Q3 		$74.1K Hold
320
– – 0.05% 105
2024
Q2 		$74.1K Hold
320
– – 0.05% 105
2024
Q1 		$72.9K Hold
320
– – 0.05% 110
2023
Q4 		$59.9K Buy
+320
New +$51.5K 0.04% 124

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

Criterion Capital Advisors's AXP Position: Q4 2024 in Review

Criterion Capital Advisors held its American Express (AXP) position steady in Q4 2024 at 320 shares worth $74.1K. The position accounts for 0.05% of the portfolio, ranked #105.

Criterion Capital Advisors first reported a position in AXP in Q4 2023 and has held it in 5 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Criterion Capital Advisors held 320 shares of American Express worth $74.1K as of Q4 2024.
  • Criterion Capital Advisors left its American Express share count unchanged in Q4 2024.
  • American Express made up 0.05% of Criterion Capital Advisors's portfolio in Q4 2024, its #105 holding.
  • Criterion Capital Advisors first reported a position in American Express in Q4 2023 and has held it in 5 quarters since.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.