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JT Stratford LLC’s American Express AXP Stock Holding History

JT Stratford LLC’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
-4,319
Closed -$644K – 242
2023
Q3 		$644K Buy
4,319
+124
+3% +$20.3K 0.17% 143
2023
Q2 		$731K Buy
+4,195
New +$677K 0.2% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JT Stratford LLC's AXP Position: Q4 2023 in Review

JT Stratford LLC sold out of American Express (AXP) in Q4 2023, closing a stake of 4,319 shares — an estimated $644K sold.

JT Stratford LLC first reported a position in AXP in Q2 2023 and held it in 2 quarters. The position peaked at $731K in Q2 2023. 2,186 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • JT Stratford LLC reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • JT Stratford LLC sold 4,319 American Express shares in Q4 2023, an estimated $644K.
  • JT Stratford LLC first reported a position in American Express in Q2 2023 and held it in 2 quarters.
  • JT Stratford LLC's American Express position peaked at $731K in Q2 2023.
  • 2,186 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on JT Stratford LLC's 13F filing for Q4 2023, filed 14 Feb 2024.