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PSI Advisors’s American Express AXP Stock Holding History

PSI 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
Q1 		– Sell
-85
Closed -$15.9K – 808
2023
Q4 		$15.9K Sell
85
-75
-47% -$12.1K 0.01% 450
2023
Q3 		$23.9K Hold
160
– – 0.01% 356
2023
Q2 		$27.9K Hold
160
– – 0.01% 330
2023
Q1 		$26.4K Sell
160
-401
-71% -$66.5K 0.01% 298
2022
Q4 		$82.9K Sell
561
-51
-8% -$7.56K 0.04% 166
2022
Q3 		$83K Buy
612
+200
+49% +$30.3K 0.04% 173
2022
Q2 		$57K Sell
412
-150
-27% -$24.8K 0.03% 235
2022
Q1 		$105K Buy
562
+40
+8% +$7.22K 0.04% 193
2021
Q4 		$85K Hold
522
– – 0.03% 216
2021
Q3 		$87K Buy
+522
New +$87.3K 0.04% 211
2020
Q1 		– Sell
-2,800
Closed -$348K – 146
2019
Q4 		$348K Buy
+2,800
New +$335K 0.22% 92

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

PSI Advisors's AXP Position: Q1 2024 in Review

PSI Advisors sold out of American Express (AXP) in Q1 2024, closing a stake of 85 shares — an estimated $15.9K sold.

PSI Advisors first reported a position in AXP in Q4 2019 and held it in 11 quarters. The position peaked at $348K in Q4 2019. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • PSI Advisors reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • PSI Advisors sold 85 American Express shares in Q1 2024, an estimated $15.9K.
  • PSI Advisors first reported a position in American Express in Q4 2019 and held it in 11 quarters.
  • PSI Advisors's American Express position peaked at $348K in Q4 2019.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on PSI Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.