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FRG Family Wealth Advisors’s American Express AXP Stock Holding History

FRG Family 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
-1
Closed -$234 – 165
2024
Q1 		$234 Buy
+1
New +$207 ﹤0.01% 360

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FRG Family Wealth Advisors's AXP Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of American Express (AXP) in Q2 2024, closing a stake of 1 share — an estimated $234 sold.

FRG Family Wealth Advisors first reported a position in AXP in Q1 2024 and held it in 1 quarter. The position peaked at $234 in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1 American Express share in Q2 2024, an estimated $234.
  • FRG Family Wealth Advisors first reported a position in American Express in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's American Express position peaked at $234 in Q1 2024.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.