Delap Wealth Advisory’s American Express AXP Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-1,121	Closed	-$255K	–	136
2024 Q1	$255K	Buy	+1,121	New	+$232K	0.1%	190

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Delap Wealth Advisory's AXP Position: Q2 2024 in Review

Delap Wealth Advisory sold out of American Express (AXP) in Q2 2024, closing a stake of 1,121 shares — an estimated $255K sold.

Delap Wealth Advisory first reported a position in AXP in Q1 2024 and held it in 1 quarter. The position peaked at $255K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Delap Wealth Advisory reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,121 American Express shares in Q2 2024, an estimated $255K.
Delap Wealth Advisory first reported a position in American Express in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's American Express position peaked at $255K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.