Garda Capital Partners’s American Express AXP Stock Holding History

Garda Capital Partners’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 Q1	–	Sell	-34,500	Closed	-$6.46M	–	395
2023 Q4	$6.46M	Sell	34,500 -10,600	-24%	-$1.71M	0.56%	37
2023 Q3	$6.73M	Buy	45,100 +500	+1%	+$81.8K	0.31%	56
2023 Q2	$7.77M	Buy	44,600 +35,100	+369%	+$5.66M	0.43%	51
2023 Q1	$1.57M	Sell	9,500 -7,000	-42%	-$1.16M	0.08%	198
2022 Q4	$2.44M	Buy	+16,500	New	+$2.44M	0.13%	201

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Garda Capital Partners's AXP Position: Q4 2023 in Review

Garda Capital Partners sold out of American Express (AXP) in Q4 2023, closing a stake of 25,360 shares — an estimated $4.08M sold.

Garda Capital Partners first reported a position in AXP in Q3 2023 and held it in 1 quarter. The position peaked at $3.78M in Q3 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Garda Capital Partners reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
Garda Capital Partners sold 25,360 American Express shares in Q4 2023, an estimated $4.08M.
Garda Capital Partners first reported a position in American Express in Q3 2023 and held it in 1 quarter.
Garda Capital Partners's American Express position peaked at $3.78M in Q3 2023.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.