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Riverwater Partners’s American Express AXP Stock Holding History

Riverwater Partners’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
-1,721
Closed -$322K – 190
2023
Q4 		$322K Sell
1,721
-72
-4% -$11.6K 0.25% 125
2023
Q3 		$267K Buy
1,793
+4
+0.2% +$654 0.24% 151
2023
Q2 		$312K Buy
1,789
+130
+8% +$21K 0.28% 121
2023
Q1 		$274K Sell
1,659
-287
-15% -$47.6K 0.25% 131
2022
Q4 		$288K Buy
1,946
+202
+12% +$29.9K 0.25% 132
2022
Q3 		$235K Sell
1,744
-12
-0.7% -$1.82K 0.23% 148
2022
Q2 		$243K Buy
+1,756
New +$290K 0.24% 153

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

Riverwater Partners's AXP Position: Q1 2024 in Review

Riverwater Partners sold out of American Express (AXP) in Q1 2024, closing a stake of 1,721 shares — an estimated $322K sold.

Riverwater Partners first reported a position in AXP in Q2 2022 and held it in 7 quarters. The position peaked at $322K in Q4 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Riverwater Partners reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Riverwater Partners sold 1,721 American Express shares in Q1 2024, an estimated $322K.
  • Riverwater Partners first reported a position in American Express in Q2 2022 and held it in 7 quarters.
  • Riverwater Partners's American Express position peaked at $322K in Q4 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Riverwater Partners's 13F filing for Q1 2024, filed 19 Apr 2024.