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Granite Bay Wealth Management’s American Express AXP Stock Holding History

Granite Bay Wealth Management’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
-6,300
Closed -$1.01M – 84
2023
Q4 		$1.01M Hold
6,300
– – 0.01% 207
2023
Q3 		$1.03M Buy
+6,300
New +$1.03M 0.01% 211

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Granite Bay Wealth Management's AXP Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of American Express (AXP) in Q1 2024, closing a stake of 6,300 shares — an estimated $1.01M sold.

Granite Bay Wealth Management first reported a position in AXP in Q3 2023 and held it in 2 quarters. The position peaked at $1.03M in Q3 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 6,300 American Express shares in Q1 2024, an estimated $1.01M.
  • Granite Bay Wealth Management first reported a position in American Express in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's American Express position peaked at $1.03M in Q3 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.