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GYL Financial Synergies’s American Express AXP Stock Holding History

GYL Financial Synergies’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 		$6.29M Sell
23,183
-182
-0.8% -$45.3K 0.47% 52
2024
Q2 		$5.41M Buy
23,365
+1
+0% +$232 0.42% 63
2024
Q1 		$5.32M Sell
23,364
-509
-2% -$106K 0.42% 60
2023
Q4 		$4.47M Sell
23,873
-114
-0.5% -$18.4K 0.37% 67
2023
Q3 		$3.58M Buy
23,987
+242
+1% +$39.6K 0.35% 71
2023
Q2 		$4.14M Buy
23,745
+15,806
+199% +$2.55M 0.38% 64
2023
Q1 		$1.31M Buy
7,939
+4,134
+109% +$686K 0.16% 104
2022
Q4 		$562K Sell
3,805
-607
-14% -$89.9K 0.12% 113
2022
Q3 		$595K Sell
4,412
-291
-6% -$44K 0.16% 87
2022
Q2 		$652K Buy
4,703
+1
+0% +$165 0.18% 81
2022
Q1 		$879K Sell
4,702
-145
-3% -$26.2K 0.21% 62
2021
Q4 		$793K Buy
4,847
+1,145
+31% +$195K 0.21% 75
2021
Q3 		$620K Buy
3,702
+21
+0.6% +$3.51K 0.32% 78
2021
Q2 		$608K Buy
3,681
+1
+0% +$157 0.31% 78
2021
Q1 		$521K Buy
3,680
+251
+7% +$33.2K 0.29% 90
2020
Q4 		$415K Buy
3,429
+1
+0% +$111 0.24% 102
2020
Q3 		$344K Buy
3,428
+1
+0% +$98 0.23% 113
2020
Q2 		$326K Sell
3,427
-267
-7% -$24.6K 0.24% 105
2020
Q1 		$316K Buy
3,694
+535
+17% +$62.2K 0.2% 97
2019
Q4 		$393K Sell
3,159
-2,396
-43% -$286K 0.17% 96
2019
Q3 		$657K Buy
+5,555
New +$681K 0.33% 61

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's AXP Position: Q3 2024 in Review

GYL Financial Synergies reduced its American Express (AXP) stake by 0.78% in Q3 2024, selling an estimated $45.3K and leaving 23,183 shares worth $6.29M. The position accounts for 0.47% of the portfolio, ranked #52.

GYL Financial Synergies first reported a position in AXP in Q3 2019 and has held it in 21 quarters since. 2,453 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • GYL Financial Synergies held 23,183 shares of American Express worth $6.29M as of Q3 2024.
  • GYL Financial Synergies sold 182 American Express shares in Q3 2024, an estimated $45.3K.
  • American Express made up 0.47% of GYL Financial Synergies's portfolio in Q3 2024, its #52 holding.
  • GYL Financial Synergies first reported a position in American Express in Q3 2019 and has held it in 21 quarters since.
  • 2,453 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.