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Parkside Investments’s American Express AXP Stock Holding History

Parkside Investments’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
-3,000
Closed -$814K – 95
2024
Q3 		$814K Sell
3,000
-500
-14% -$125K 0.12% 68
2024
Q2 		$810K Buy
+3,500
New +$811K 0.13% 67

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

Parkside Investments's AXP Position: Q4 2024 in Review

Parkside Investments sold out of American Express (AXP) in Q4 2024, closing a stake of 3,000 shares — an estimated $814K sold.

Parkside Investments first reported a position in AXP in Q2 2024 and held it in 2 quarters. The position peaked at $814K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Parkside Investments reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Parkside Investments sold 3,000 American Express shares in Q4 2024, an estimated $814K.
  • Parkside Investments first reported a position in American Express in Q2 2024 and held it in 2 quarters.
  • Parkside Investments's American Express position peaked at $814K in Q3 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Parkside Investments's 13F filing for Q4 2024, filed 22 Jan 2025.