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Heritage Oak Wealth Advisors’s American Express AXP Stock Holding History

Heritage Oak 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
Q4 		– Sell
-821
Closed -$223K – 84
2024
Q3 		$223K Buy
+821
New +$204K 0.1% 134

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Heritage Oak Wealth Advisors's AXP Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of American Express (AXP) in Q4 2024, closing a stake of 821 shares — an estimated $223K sold.

Heritage Oak Wealth Advisors first reported a position in AXP in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 821 American Express shares in Q4 2024, an estimated $223K.
  • Heritage Oak Wealth Advisors first reported a position in American Express in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's American Express position peaked at $223K in Q3 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.