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First Trust Investment Solutions’s American Express AXP Stock Holding History

First Trust Investment Solutions’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 		$418K Sell
1,540
-57
-4% -$14.2K 0.05% 200
2024
Q2 		$370K Buy
1,597
+383
+32% +$88.7K 0.05% 192
2024
Q1 		$276K Buy
+1,214
New +$252K 0.05% 204

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

First Trust Investment Solutions's AXP Position: Q3 2024 in Review

First Trust Investment Solutions reduced its American Express (AXP) stake by 3.6% in Q3 2024, selling an estimated $14.2K and leaving 1,540 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #200.

First Trust Investment Solutions first reported a position in AXP in Q1 2024 and has held it in 3 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • First Trust Investment Solutions held 1,540 shares of American Express worth $418K as of Q3 2024.
  • First Trust Investment Solutions sold 57 American Express shares in Q3 2024, an estimated $14.2K.
  • American Express made up 0.05% of First Trust Investment Solutions's portfolio in Q3 2024, its #200 holding.
  • First Trust Investment Solutions first reported a position in American Express in Q1 2024 and has held it in 3 quarters since.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.