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Financial Advocates Investment Management’s American Express AXP Stock Holding History

Financial Advocates Investment Management’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
-795
Closed -$216K – 758
2024
Q3 		$216K Buy
+795
New +$198K 0.01% 696
2024
Q1 		– Sell
-1,331
Closed -$249K – 777
2023
Q4 		$249K Sell
1,331
-680
-34% -$109K 0.02% 629
2023
Q3 		$300K Buy
2,011
+127
+7% +$20.8K 0.02% 523
2023
Q2 		$328K Sell
1,884
-22
-1% -$3.55K 0.02% 500
2023
Q1 		$314K Sell
1,906
-144
-7% -$23.9K 0.02% 542
2022
Q4 		$303K Sell
2,050
-183
-8% -$27.1K 0.02% 565
2022
Q3 		$288K Buy
2,233
+199
+10% +$30.1K 0.02% 556
2022
Q2 		$282K Buy
2,034
+117
+6% +$19.3K 0.02% 525
2022
Q1 		$358K Buy
1,917
+46
+2% +$8.31K 0.02% 527
2021
Q4 		$306K Sell
1,871
-166
-8% -$28.3K 0.02% 629
2021
Q3 		$341K Buy
+2,037
New +$341K 0.02% 575
2021
Q2 		– Sell
-1,631
Closed -$231K – 739
2021
Q1 		$231K Buy
+1,631
New +$216K 0.02% 681
2019
Q1 		– Sell
-3,529
Closed -$336K – 458
2018
Q4 		$336K Sell
3,529
-202
-5% -$21.1K 0.05% 317
2018
Q3 		$397K Buy
+3,731
New +$388K 0.04% 326

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Financial Advocates Investment Management's AXP Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of American Express (AXP) in Q4 2024, closing a stake of 795 shares — an estimated $216K sold.

Financial Advocates Investment Management first reported a position in AXP in Q3 2018 and held it in 14 quarters. The position peaked at $397K in Q3 2018. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 795 American Express shares in Q4 2024, an estimated $216K.
  • Financial Advocates Investment Management first reported a position in American Express in Q3 2018 and held it in 14 quarters.
  • Financial Advocates Investment Management's American Express position peaked at $397K in Q3 2018.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.