Steward Partners Investment Solutions’s American Express AXP Stock Holding History

Steward Partners Investment 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
2024 Q1	$4.66M	Buy	+20,486	New	+$4.25M	0.79%	28

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Steward Partners Investment Solutions's AXP Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in American Express (AXP) in Q1 2024: 20,486 shares worth $4.66M. The stake represents 0.79% of the portfolio and ranks #28 among its holdings.

2,312 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Steward Partners Investment Solutions held 20,486 shares of American Express worth $4.66M as of Q1 2024.
American Express was a new Steward Partners Investment Solutions position in Q1 2024.
American Express made up 0.79% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #28 holding.
2,312 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.