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HTLF Bank’s American Express AXP Stock Holding History

HTLF Bank’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 		$1.69M Sell
5,698
-131
-2% -$37.6K 0.19% 73
2024
Q3 		$1.58M Sell
5,829
-379
-6% -$94.4K 0.17% 75
2024
Q2 		$1.44M Buy
6,208
+6
+0.1% +$1.39K 0.16% 77
2024
Q1 		$1.41M Buy
6,202
+47
+0.8% +$9.75K 0.16% 77
2023
Q4 		$1.15M Buy
+6,155
New +$991K 0.14% 81

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

HTLF Bank's AXP Position: Q4 2024 in Review

HTLF Bank reduced its American Express (AXP) stake by 2.2% in Q4 2024, selling an estimated $37.6K and leaving 5,698 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #73.

HTLF Bank first reported a position in AXP in Q4 2023 and has held it in 5 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • HTLF Bank held 5,698 shares of American Express worth $1.69M as of Q4 2024.
  • HTLF Bank sold 131 American Express shares in Q4 2024, an estimated $37.6K.
  • American Express made up 0.19% of HTLF Bank's portfolio in Q4 2024, its #73 holding.
  • HTLF Bank first reported a position in American Express in Q4 2023 and has held it in 5 quarters since.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.