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DoubleLine ETF Adviser’s American Express AXP Stock Holding History

DoubleLine ETF Adviser’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 		– Sell
-8,805
Closed -$2.39M – 160
2024
Q3 		$2.39M Sell
8,805
-731
-8% -$182K 0.58% 49
2024
Q2 		$2.21M Sell
9,536
-441
-4% -$102K 0.58% 42
2024
Q1 		$2.27M Buy
9,977
+360
+4% +$74.6K 0.58% 46
2023
Q4 		$1.8M Buy
9,617
+656
+7% +$106K 0.52% 49
2023
Q3 		$1.34M Buy
8,961
+342
+4% +$55.9K 0.48% 45
2023
Q2 		$1.5M Buy
8,619
+194
+2% +$31.3K 0.55% 49
2023
Q1 		$1.39M Sell
8,425
-14
-0.2% -$2.32K 0.59% 37
2022
Q4 		$1.25M Buy
+8,439
New +$1.25M 0.64% 38

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

DoubleLine ETF Adviser's AXP Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of American Express (AXP) in Q4 2024, closing a stake of 8,805 shares — an estimated $2.39M sold.

DoubleLine ETF Adviser first reported a position in AXP in Q4 2022 and held it in 8 quarters. The position peaked at $2.39M in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • DoubleLine ETF Adviser reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • DoubleLine ETF Adviser sold 8,805 American Express shares in Q4 2024, an estimated $2.39M.
  • DoubleLine ETF Adviser first reported a position in American Express in Q4 2022 and held it in 8 quarters.
  • DoubleLine ETF Adviser's American Express position peaked at $2.39M in Q3 2024.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.