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Kiely Wealth Advisory Group’s American Express AXP Stock Holding History

Kiely Wealth Advisory Group’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 		$186K Hold
600
– – 0.12% 65
2024
Q3 		$174K Hold
600
– – 0.11% 65
2024
Q2 		$140K Hold
600
– – 0.08% 62
2024
Q1 		$142K Hold
600
– – 0.08% 55
2023
Q4 		$123K Buy
+600
New +$96.6K 0.07% 63

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

Kiely Wealth Advisory Group's AXP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its American Express (AXP) position steady in Q4 2024 at 600 shares worth $186K. The position accounts for 0.12% of the portfolio, ranked #65.

Kiely Wealth Advisory Group 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.

  • Kiely Wealth Advisory Group held 600 shares of American Express worth $186K as of Q4 2024.
  • Kiely Wealth Advisory Group left its American Express share count unchanged in Q4 2024.
  • American Express made up 0.12% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #65 holding.
  • Kiely Wealth Advisory Group 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 Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.