Index Fund Advisors’s American Express AXP Stock Holding History

Index Fund 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
2023 Q4	–	Sell	-1,402	Closed	-$209K	–	92
2023 Q3	$209K	Buy	+1,402	New	+$229K	0.01%	92

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Index Fund Advisors's AXP Position: Q4 2023 in Review

Index Fund Advisors sold out of American Express (AXP) in Q4 2023, closing a stake of 1,402 shares — an estimated $209K sold.

Index Fund Advisors first reported a position in AXP in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

Index Fund Advisors reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
Index Fund Advisors sold 1,402 American Express shares in Q4 2023, an estimated $209K.
Index Fund Advisors first reported a position in American Express in Q3 2023 and held it in 1 quarter.
Index Fund Advisors's American Express position peaked at $209K in Q3 2023.
2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Index Fund Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.