Financial Synergies Wealth Advisors’s American Express AXP Stock Holding History

Financial Synergies Wealth Advisors’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	-29	Closed	-$6.49K	–	104
2024 Q1	$6.49K	Sell	29 -4	-12%	-$829	﹤0.01%	267
2023 Q4	$4.8K	Buy	33 +4	+14%	+$644	﹤0.01%	219
2023 Q3	$4.25K	Hold	29	–	–	﹤0.01%	272
2023 Q2	$4.97K	Hold	29	–	–	﹤0.01%	261
2023 Q1	$4.7K	Sell	29 -4	-12%	-$664	﹤0.01%	269
2022 Q4	$4.8K	Buy	33 +13	+65%	+$1.93K	﹤0.01%	219
2022 Q3	$2.63K	Buy	+20	New	+$3.03K	﹤0.01%	212

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

Financial Synergies Wealth Advisors's AXP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of American Express (AXP) in Q2 2024, closing a stake of 29 shares — an estimated $6.49K sold.

Financial Synergies Wealth Advisors first reported a position in AXP in Q3 2022 and held it in 7 quarters. The position peaked at $6.49K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 29 American Express shares in Q2 2024, an estimated $6.49K.
Financial Synergies Wealth Advisors first reported a position in American Express in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's American Express position peaked at $6.49K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.