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FinTrust Capital Advisors’s American Express AXP Stock Holding History

FinTrust Capital 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
Q3 		$712K Sell
2,625
-26
-1% -$6.47K 0.12% 147
2024
Q2 		$614K Buy
2,651
+125
+5% +$28.9K 0.11% 154
2024
Q1 		$575K Buy
2,526
+333
+15% +$69K 0.11% 161
2023
Q4 		$411K Buy
2,193
+199
+10% +$32K 0.08% 183
2023
Q3 		$297K Sell
1,994
-153
-7% -$25K 0.07% 215
2023
Q2 		$317K Hold
2,147
– – 0.08% 204
2023
Q1 		$317K Hold
2,147
– – 0.08% 199
2022
Q4 		$317K Buy
2,147
+199
+10% +$29.5K 0.08% 200
2022
Q3 		$284K Sell
1,948
-44
-2% -$6.66K 0.07% 212
2022
Q2 		$305K Buy
1,992
+145
+8% +$24K 0.08% 215
2022
Q1 		$345K Buy
1,847
+84
+5% +$15.2K 0.08% 213
2021
Q4 		$288K Sell
1,763
-207
-11% -$35.3K 0.07% 239
2021
Q3 		$330K Buy
1,970
+51
+3% +$8.53K 0.09% 202
2021
Q2 		$317K Buy
1,919
+231
+14% +$36.2K 0.08% 212
2021
Q1 		$239K Buy
1,688
+150
+10% +$19.8K 0.07% 236
2020
Q4 		$186K Buy
1,538
+285
+23% +$31.6K 0.06% 255
2020
Q3 		$126 Sell
1,253
-3,414
-73% -$336K 0.02% 324
2020
Q2 		$444K Sell
4,667
-2,083
-31% -$192K 0.18% 110
2020
Q1 		$578K Buy
6,750
+3,417
+103% +$398K 0.28% 73
2019
Q4 		$415K Sell
3,333
-550
-14% -$65.7K 0.17% 124
2019
Q3 		$459K Buy
3,883
+868
+29% +$106K 0.16% 128
2019
Q2 		$372K Buy
3,015
+532
+21% +$62.5K 0.15% 133
2019
Q1 		$271K Sell
2,483
-843
-25% -$88.6K 0.11% 155
2018
Q4 		$317K Buy
+3,326
New +$348K 0.16% 126

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FinTrust Capital Advisors's AXP Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its American Express (AXP) stake by 0.98% in Q3 2024, selling an estimated $6.47K and leaving 2,625 shares worth $712K. The position accounts for 0.12% of the portfolio, ranked #147.

FinTrust Capital Advisors first reported a position in AXP in Q4 2018 and has held it in 24 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • FinTrust Capital Advisors held 2,625 shares of American Express worth $712K as of Q3 2024.
  • FinTrust Capital Advisors sold 26 American Express shares in Q3 2024, an estimated $6.47K.
  • American Express made up 0.12% of FinTrust Capital Advisors's portfolio in Q3 2024, its #147 holding.
  • FinTrust Capital Advisors first reported a position in American Express in Q4 2018 and has held it in 24 quarters since.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.