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First Trust Direct Indexing’s American Express AXP Stock Holding History

First Trust Direct Indexing’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
-24,243
Closed -$6.57M – 85
2024
Q3 		$6.57M Buy
24,243
+3,319
+16% +$826K 0.35% 46
2024
Q2 		$4.84M Buy
20,924
+2,067
+11% +$479K 0.3% 56
2024
Q1 		$4.29M Buy
18,857
+1,465
+8% +$304K 0.32% 54
2023
Q4 		$3.26M Buy
17,392
+8,995
+107% +$1.45M 0.29% 58
2023
Q3 		$1.25M Buy
8,397
+488
+6% +$79.8K 0.14% 164
2023
Q2 		$1.38M Sell
7,909
-1,653
-17% -$267K 0.15% 150
2023
Q1 		$1.58M Buy
9,562
+1,325
+16% +$220K 0.19% 125
2022
Q4 		$1.22M Buy
8,237
+170
+2% +$25.2K 0.16% 160
2022
Q3 		$1.09M Sell
8,067
-2,031
-20% -$307K 0.16% 167
2022
Q2 		$1.4M Sell
10,098
-586
-5% -$96.8K 0.2% 123
2022
Q1 		$2M Buy
10,684
+512
+5% +$92.5K 0.24% 81
2021
Q4 		$1.66M Sell
10,172
-26
-0.3% -$4.43K 0.22% 97
2021
Q3 		$1.71M Sell
10,198
-1,473
-13% -$246K 0.24% 91
2021
Q2 		$1.93M Buy
11,671
+1,510
+15% +$236K 0.29% 73
2021
Q1 		$1.44M Buy
10,161
+514
+5% +$67.9K 0.38% 50
2020
Q4 		$1.17M Buy
+9,647
New +$1.07M 0.31% 57

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
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 $295B AUM 31.6% 1-Year Est. Return

First Trust Direct Indexing's AXP Position: Q4 2024 in Review

First Trust Direct Indexing sold out of American Express (AXP) in Q4 2024, closing a stake of 24,243 shares — an estimated $6.57M sold.

First Trust Direct Indexing first reported a position in AXP in Q4 2020 and held it in 16 quarters. The position peaked at $6.57M in Q3 2024. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 24,243 American Express shares in Q4 2024, an estimated $6.57M.
  • First Trust Direct Indexing first reported a position in American Express in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's American Express position peaked at $6.57M in Q3 2024.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.