Relative Value Partners Group’s American Express AXP Stock Holding History

Relative Value Partners 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 Q2	$1.52M	Buy	+6,553	New	+$1.52M	0.2%	113

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Relative Value Partners Group's AXP Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in American Express (AXP) in Q2 2024: 6,553 shares worth $1.52M. The stake represents 0.2% of the portfolio and ranks #113 among its holdings.

2,343 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Relative Value Partners Group held 6,553 shares of American Express worth $1.52M as of Q2 2024.
American Express was a new Relative Value Partners Group position in Q2 2024.
American Express made up 0.2% of Relative Value Partners Group's portfolio in Q2 2024, its #113 holding.
2,343 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.