Envoi LLC’s American Express AXP Stock Holding History

Envoi LLC’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	-1,350	Closed	-$307K	–	18
2024 Q1	$307K	Buy	+1,350	New	+$280K	0.73%	21

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

Envoi LLC's AXP Position: Q2 2024 in Review

Envoi LLC sold out of American Express (AXP) in Q2 2024, closing a stake of 1,350 shares — an estimated $307K sold.

Envoi LLC first reported a position in AXP in Q1 2024 and held it in 1 quarter. The position peaked at $307K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Envoi LLC reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Envoi LLC sold 1,350 American Express shares in Q2 2024, an estimated $307K.
Envoi LLC first reported a position in American Express in Q1 2024 and held it in 1 quarter.
Envoi LLC's American Express position peaked at $307K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Envoi LLC's 13F filing for Q2 2024, filed 13 Aug 2024.