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Register Financial Advisors’s American Express AXP Stock Holding History

Register 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
Q3 		– Sell
-521
Closed -$121K – 335
2024
Q2 		$121K Hold
521
– – 0.06% 232
2024
Q1 		$119K Buy
+521
New +$108K 0.06% 234
2023
Q4 		– Sell
-526
Closed -$78.5K – 327
2023
Q3 		$78.5K Buy
526
+9
+2% +$1.47K 0.06% 222
2023
Q2 		$90.1K Buy
517
+154
+42% +$24.8K 0.06% 213
2023
Q1 		$59.9K Sell
363
-100
-22% -$16.6K 0.05% 231
2022
Q4 		$68.4K Buy
+463
New +$68.6K 0.04% 309

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Register Financial Advisors's AXP Position: Q3 2024 in Review

Register Financial Advisors sold out of American Express (AXP) in Q3 2024, closing a stake of 521 shares — an estimated $121K sold.

Register Financial Advisors first reported a position in AXP in Q4 2022 and held it in 6 quarters. The position peaked at $121K in Q2 2024. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Register Financial Advisors reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 521 American Express shares in Q3 2024, an estimated $121K.
  • Register Financial Advisors first reported a position in American Express in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's American Express position peaked at $121K in Q2 2024.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.