SWS
AXP icon

SYSTM Wealth Solutions’s American Express AXP Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-1,807
Closed -$418K – 135
2024
Q2 		$418K Sell
1,807
-1,325
-42% -$307K 0.09% 150
2024
Q1 		$713K Sell
3,132
-187
-6% -$38.8K 0.09% 245
2023
Q4 		$622K Sell
3,319
-409
-11% -$65.8K 0.09% 248
2023
Q3 		$556K Buy
3,728
+336
+10% +$55K 0.09% 270
2023
Q2 		$591K Buy
3,392
+663
+24% +$107K 0.08% 290
2023
Q1 		$450K Sell
2,729
-2,619
-49% -$434K 0.07% 312
2022
Q4 		$790K Buy
+5,348
New +$792K 0.1% 256

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYSTM Wealth Solutions's AXP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of American Express (AXP) in Q3 2024, closing a stake of 1,807 shares — an estimated $418K sold.

SYSTM Wealth Solutions first reported a position in AXP in Q4 2022 and held it in 7 quarters. The position peaked at $790K in Q4 2022. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,807 American Express shares in Q3 2024, an estimated $418K.
  • SYSTM Wealth Solutions first reported a position in American Express in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's American Express position peaked at $790K in Q4 2022.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.