DB Wealth Management Group’s American Express AXP Stock Holding History

DB Wealth Management Group’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
2023 Q4	$14.6K	Hold	78	–	–	0.01%	262
2023 Q3	$11.6K	Hold	78	–	–	0.01%	268
2023 Q2	$13.6K	Hold	78	–	–	0.01%	259
2023 Q1	$12.9K	Hold	78	–	–	0.01%	261
2022 Q4	$11.5K	Hold	78	–	–	0.01%	266
2022 Q3	$11K	Hold	78	–	–	0.01%	276
2022 Q2	$11K	Hold	78	–	–	0.01%	279
2022 Q1	$15K	Hold	78	–	–	0.01%	277
2021 Q4	$13K	Hold	78	–	–	0.01%	253
2021 Q3	$13K	Hold	78	–	–	0.01%	247
2021 Q2	$13K	Hold	78	–	–	0.01%	249
2021 Q1	$11K	Hold	78	–	–	0.01%	264
2020 Q4	$9K	Buy	+78	New	+$8.64K	0.01%	272

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

DB Wealth Management Group's AXP Position: Q4 2023 in Review

DB Wealth Management Group held its American Express (AXP) position steady in Q4 2023 at 78 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #262.

DB Wealth Management Group first reported a position in AXP in Q4 2020 and has held it in 13 quarters since. The position peaked at $15K in Q1 2022. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

DB Wealth Management Group held 78 shares of American Express worth $14.6K as of Q4 2023.
DB Wealth Management Group left its American Express share count unchanged in Q4 2023.
American Express made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #262 holding.
DB Wealth Management Group first reported a position in American Express in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's American Express position peaked at $15K in Q1 2022.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.