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StrategIQ Financial Group’s American Express AXP Stock Holding History

StrategIQ Financial Group’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 		$442K Buy
2,361
+205
+10% +$33K 0.05% 222
2023
Q3 		$322K Sell
2,156
-112
-5% -$18.3K 0.04% 245
2023
Q2 		$395K Buy
2,268
+128
+6% +$20.7K 0.05% 232
2023
Q1 		$353K Buy
2,140
+29
+1% +$4.81K 0.04% 226
2022
Q4 		$312K Buy
2,111
+3
+0.1% +$445 0.04% 229
2022
Q3 		$284K Buy
2,108
+13
+0.6% +$1.97K 0.04% 233
2022
Q2 		$290K Sell
2,095
-47
-2% -$7.76K 0.04% 238
2022
Q1 		$400K Buy
2,142
+2
+0.1% +$361 0.04% 219
2021
Q4 		$350K Buy
+2,140
New +$365K 0.04% 234

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

StrategIQ Financial Group's AXP Position: Q4 2023 in Review

StrategIQ Financial Group increased its American Express (AXP) stake by 9.5% in Q4 2023, buying an estimated $33K and bringing the position to 2,361 shares worth $442K. The position accounts for 0.05% of the portfolio, ranked #222.

StrategIQ Financial Group first reported a position in AXP in Q4 2021 and has held it in 9 quarters since. 2,185 funds tracked by Wall St. Rank hold AXP as of Q4 2023.

  • StrategIQ Financial Group held 2,361 shares of American Express worth $442K as of Q4 2023.
  • StrategIQ Financial Group bought 205 American Express shares in Q4 2023, an estimated $33K.
  • American Express made up 0.05% of StrategIQ Financial Group's portfolio in Q4 2023, its #222 holding.
  • StrategIQ Financial Group first reported a position in American Express in Q4 2021 and has held it in 9 quarters since.
  • 2,185 funds tracked by Wall St. Rank held American Express as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.