RFA
AXP icon

Resurgent Financial Advisors’s American Express AXP Stock Holding History

Resurgent 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
Q1 		– Sell
-145
Closed -$27.2K – 218
2023
Q4 		$27.2K Buy
+145
New +$23.3K 0.02% 440
2023
Q3 		– Sell
-649
Closed -$113K – 486
2023
Q2 		$113K Sell
649
-6
-0.9% -$968 0.07% 221
2023
Q1 		$108K Sell
655
-123
-16% -$20.4K 0.07% 222
2022
Q4 		$115K Buy
+778
New +$115K 0.06% 285

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

Resurgent Financial Advisors's AXP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of American Express (AXP) in Q1 2024, closing a stake of 145 shares — an estimated $27.2K sold.

Resurgent Financial Advisors first reported a position in AXP in Q4 2022 and held it in 4 quarters. The position peaked at $115K in Q4 2022. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 145 American Express shares in Q1 2024, an estimated $27.2K.
  • Resurgent Financial Advisors first reported a position in American Express in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's American Express position peaked at $115K in Q4 2022.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.