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Milestone Investment Advisors’s American Express AXP Stock Holding History

Milestone Investment 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
-600
Closed -$89.5K – 152
2023
Q3 		$89.5K Buy
+600
New +$98.1K 0.03% 154
2023
Q2 		– Sell
-600
Closed -$99K – 147
2023
Q1 		$99K Buy
+600
New +$99.5K 0.03% 144

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

Milestone Investment Advisors's AXP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of American Express (AXP) in Q4 2023, closing a stake of 600 shares — an estimated $89.5K sold.

Milestone Investment Advisors first reported a position in AXP in Q1 2023 and held it in 2 quarters. The position peaked at $99K in Q1 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining American Express position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 600 American Express shares in Q4 2023, an estimated $89.5K.
  • Milestone Investment Advisors first reported a position in American Express in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's American Express position peaked at $99K in Q1 2023.
  • 2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.