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Duality Advisers’s American Express AXP Stock Holding History

Duality Advisers’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
-9,119
Closed -$2.08M – 52
2024
Q1 		$2.08M Buy
9,119
+1,531
+20% +$317K 0.2% 182
2023
Q4 		$1.42M Sell
7,588
-8,031
-51% -$1.29M 0.15% 247
2023
Q3 		$2.33M Buy
+15,619
New +$2.55M 0.28% 124
2021
Q3 		– Sell
-6,290
Closed -$1.04M – 528
2021
Q2 		$1.04M Buy
6,290
+3,833
+156% +$600K 0.09% 333
2021
Q1 		$348K Sell
2,457
-4,364
-64% -$577K 0.03% 481
2020
Q4 		$825K Buy
6,821
+1,101
+19% +$122K 0.06% 383
2020
Q3 		$573K Buy
+5,720
New +$563K 0.04% 458
2020
Q1 		– Sell
-1,688
Closed -$210K – 30
2019
Q4 		$210K Sell
1,688
-31,412
-95% -$3.75M 0.01% 363
2019
Q3 		$3.92M Buy
33,100
+580
+2% +$71.1K 0.22% 151
2019
Q2 		$4.01M Buy
32,520
+6,430
+25% +$755K 0.35% 86
2019
Q1 		$2.85M Sell
26,090
-36,970
-59% -$3.88M 0.17% 143
2018
Q4 		$6.01M Buy
+63,060
New +$6.6M 0.35% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Duality Advisers's AXP Position: Q2 2024 in Review

Duality Advisers sold out of American Express (AXP) in Q2 2024, closing a stake of 9,119 shares — an estimated $2.08M sold.

Duality Advisers first reported a position in AXP in Q4 2018 and held it in 12 quarters. The position peaked at $6.01M in Q4 2018. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Duality Advisers reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 9,119 American Express shares in Q2 2024, an estimated $2.08M.
  • Duality Advisers first reported a position in American Express in Q4 2018 and held it in 12 quarters.
  • Duality Advisers's American Express position peaked at $6.01M in Q4 2018.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.