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Partners Capital Investment Group’s American Express AXP Stock Holding History

Partners Capital Investment 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
Q1 		– Sell
-1,679
Closed -$315K – 155
2023
Q4 		$315K Buy
+1,679
New +$270K 0.01% 215
2021
Q1 		– Sell
-16,588
Closed -$2.01M – 145
2020
Q4 		$2.01M Buy
+16,588
New +$1.84M 0.11% 94

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Partners Capital Investment Group's AXP Position: Q1 2024 in Review

Partners Capital Investment Group sold out of American Express (AXP) in Q1 2024, closing a stake of 1,679 shares — an estimated $315K sold.

Partners Capital Investment Group first reported a position in AXP in Q4 2020 and held it in 2 quarters. The position peaked at $2.01M in Q4 2020. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Partners Capital Investment Group reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 1,679 American Express shares in Q1 2024, an estimated $315K.
  • Partners Capital Investment Group first reported a position in American Express in Q4 2020 and held it in 2 quarters.
  • Partners Capital Investment Group's American Express position peaked at $2.01M in Q4 2020.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.