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Simplicity Solutions’s American Express AXP Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.56M Buy
13,669
+1,102
+9% +$177K 0.07% 251
2023
Q3 		$1.87M Sell
12,567
-2,626
-17% -$430K 0.06% 299
2023
Q2 		$2.65M Sell
15,193
-3,959
-21% -$639K 0.07% 247
2023
Q1 		$3.16M Buy
19,152
+13,954
+268% +$2.31M 0.08% 222
2022
Q4 		$768K Buy
5,198
+147
+3% +$21.8K 0.1% 248
2022
Q3 		$681K Buy
5,051
+389
+8% +$58.9K 0.1% 252
2022
Q2 		$646K Buy
4,662
+402
+9% +$66.4K 0.08% 259
2022
Q1 		$797K Sell
4,260
-3,086
-42% -$557K 0.1% 217
2021
Q4 		$1.2M Buy
7,346
+4,312
+142% +$735K 0.13% 194
2021
Q3 		$508K Buy
3,034
+587
+24% +$98.1K 0.08% 278
2021
Q2 		$404K Buy
2,447
+554
+29% +$86.8K 0.08% 282
2021
Q1 		$268K Sell
1,893
-3,813
-67% -$504K 0.06% 385
2020
Q4 		$690K Sell
5,706
-1,952
-25% -$216K 0.01% 630
2020
Q3 		$768K Buy
7,658
+302
+4% +$29.7K 0.01% 549
2020
Q2 		$700K Sell
7,356
-1,145
-13% -$105K 0.01% 563
2020
Q1 		$728K Buy
8,501
+3,404
+67% +$396K 0.02% 414
2019
Q4 		$634K Buy
5,097
+1,016
+25% +$121K 0.02% 481
2019
Q3 		$483K Buy
4,081
+646
+19% +$79.2K 0.02% 423
2019
Q2 		$424K Sell
3,435
-9,939
-74% -$1.17M 0.02% 398
2019
Q1 		$1.46M Buy
13,374
+490
+4% +$51.5K 0.09% 199
2018
Q4 		$1.23M Buy
12,884
+9,811
+319% +$1.03M 0.16% 151
2018
Q3 		$327K Buy
3,073
+411
+15% +$42.7K 0.02% 349
2018
Q2 		$261K Buy
+2,662
New +$262K 0.02% 404

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Simplicity Solutions's AXP Position: Q4 2023 in Review

Simplicity Solutions increased its American Express (AXP) stake by 8.8% in Q4 2023, buying an estimated $177K and bringing the position to 13,669 shares worth $2.56M. The position accounts for 0.07% of the portfolio, ranked #251.

Simplicity Solutions first reported a position in AXP in Q2 2018 and has held it in 23 quarters since. The position peaked at $3.16M in Q1 2023. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • Simplicity Solutions held 13,669 shares of American Express worth $2.56M as of Q4 2023.
  • Simplicity Solutions bought 1,102 American Express shares in Q4 2023, an estimated $177K.
  • American Express made up 0.07% of Simplicity Solutions's portfolio in Q4 2023, its #251 holding.
  • Simplicity Solutions first reported a position in American Express in Q2 2018 and has held it in 23 quarters since.
  • Simplicity Solutions's American Express position peaked at $3.16M in Q1 2023.
  • 2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.