Jay D. Rosenbaum’s American Express AXP Stock Holding History

Jay D. Rosenbaum’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	–	Sell	-1,063	Closed	-$246K	–	11
2024 Q2	$246K	Hold	1,063	–	–	1.39%	24
2024 Q1	$242K	Buy	+1,063	New	+$220K	1.38%	21
2023 Q3	–	Sell	-1,204	Closed	-$210K	–	63
2023 Q2	$210K	Buy	+1,204	New	+$194K	0.34%	64
2022 Q3	–	Sell	-1,804	Closed	-$250K	–	57
2022 Q2	$250K	Hold	1,804	–	–	0.48%	52
2022 Q1	$337K	Hold	1,804	–	–	0.53%	49
2021 Q4	$295K	Buy	+1,804	New	+$308K	0.43%	52

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jay D. Rosenbaum's AXP Position: Q3 2024 in Review

Jay D. Rosenbaum sold out of American Express (AXP) in Q3 2024, closing a stake of 1,063 shares — an estimated $246K sold.

Jay D. Rosenbaum first reported a position in AXP in Q4 2021 and held it in 6 quarters. The position peaked at $337K in Q1 2022. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

Jay D. Rosenbaum reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
Jay D. Rosenbaum sold 1,063 American Express shares in Q3 2024, an estimated $246K.
Jay D. Rosenbaum first reported a position in American Express in Q4 2021 and held it in 6 quarters.
Jay D. Rosenbaum's American Express position peaked at $337K in Q1 2022.
2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Jay D. Rosenbaum's 13F filing for Q3 2024, filed 7 Nov 2024.