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Northwest Financial Advisors’s American Express AXP Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-365
Closed -$99K – 143
2024
Q3 		$99K Buy
+365
New +$90.9K 0.08% 156
2024
Q1 		– Sell
-364
Closed -$68.3K – 124
2023
Q4 		$68.3K Buy
+364
New +$58.6K 0.06% 178

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

Northwest Financial Advisors's AXP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of American Express (AXP) in Q4 2024, closing a stake of 365 shares — an estimated $99K sold.

Northwest Financial Advisors first reported a position in AXP in Q4 2023 and held it in 2 quarters. The position peaked at $99K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 365 American Express shares in Q4 2024, an estimated $99K.
  • Northwest Financial Advisors first reported a position in American Express in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's American Express position peaked at $99K in Q3 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.