Sanctuary Advisors’s American Express AXP Stock Holding History

Sanctuary 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	-115,293	Closed	-$27.2M	–	2434
2024 Q2	$27.2M	Buy	+115,293	New	+$26.7M	0.2%	109

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sanctuary Advisors's AXP Position: Q3 2024 in Review

Sanctuary Advisors sold out of American Express (AXP) in Q3 2024, closing a stake of 115,293 shares — an estimated $27.2M sold.

Sanctuary Advisors first reported a position in AXP in Q2 2024 and held it in 1 quarter. The position peaked at $27.2M in Q2 2024. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

Sanctuary Advisors reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
Sanctuary Advisors sold 115,293 American Express shares in Q3 2024, an estimated $27.2M.
Sanctuary Advisors first reported a position in American Express in Q2 2024 and held it in 1 quarter.
Sanctuary Advisors's American Express position peaked at $27.2M in Q2 2024.
2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.