Gateway Advisory’s American Express AXP Stock Holding History

Gateway Advisory’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	$501K	Sell	1,846 -8	-0.4%	-$1.99K	0.08%	89
2024 Q2	$429K	Sell	1,854 -61	-3%	-$14.1K	0.07%	97
2024 Q1	$436K	Buy	1,915 +374	+24%	+$77.6K	0.08%	92
2023 Q4	$289K	Buy	+1,541	New	+$248K	0.06%	96
2023 Q3	–	Sell	-1,389	Closed	-$242K	–	108
2023 Q2	$242K	Buy	1,389 +54	+4%	+$8.71K	0.05%	91
2023 Q1	$220K	Buy	+1,335	New	+$221K	0.05%	89
2020 Q2	–	Sell	-32,574	Closed	-$2.79M	–	61
2020 Q1	$2.79M	Buy	+32,574	New	+$3.79M	0.94%	26

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gateway Advisory's AXP Position: Q3 2024 in Review

Gateway Advisory reduced its American Express (AXP) stake by 0.43% in Q3 2024, selling an estimated $1.99K and leaving 1,846 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #89.

Gateway Advisory first reported a position in AXP in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.79M in Q1 2020. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

Gateway Advisory held 1,846 shares of American Express worth $501K as of Q3 2024.
Gateway Advisory sold 8 American Express shares in Q3 2024, an estimated $1.99K.
American Express made up 0.08% of Gateway Advisory's portfolio in Q3 2024, its #89 holding.
Gateway Advisory first reported a position in American Express in Q1 2020 and has held it in 7 quarters since.
Gateway Advisory's American Express position peaked at $2.79M in Q1 2020.
2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.