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TD Ameritrade Investment Management’s American Express AXP Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-122
Closed -$21K – 37
2023
Q2 		$21K Sell
122
-55
-31% -$8.87K ﹤0.01% 281
2023
Q1 		$29K Sell
177
-26
-13% -$4.31K ﹤0.01% 271
2022
Q4 		$30K Buy
+203
New +$30.1K ﹤0.01% 288
2022
Q3 		– Sell
-351
Closed -$49K – 583
2022
Q2 		$49K Sell
351
-213
-38% -$35.2K ﹤0.01% 301
2022
Q1 		$105K Sell
564
-46
-8% -$8.31K ﹤0.01% 288
2021
Q4 		$100K Buy
610
+161
+36% +$27.5K ﹤0.01% 292
2021
Q3 		$45K Buy
+449
New +$75.1K ﹤0.01% 338
2021
Q2 		– Sell
-432
Closed -$52K – 629
2021
Q1 		$52K Hold
432
– – ﹤0.01% 329
2020
Q4 		$52K Sell
432
-17
-4% -$1.88K ﹤0.01% 329
2020
Q3 		$45K Sell
449
-2
-0.4% -$197 ﹤0.01% 338
2020
Q2 		$43K Buy
451
+11
+3% +$1.01K ﹤0.01% 323
2020
Q1 		$38K Buy
440
+77
+21% +$8.96K ﹤0.01% 317
2019
Q4 		$45K Buy
363
+12
+3% +$1.43K ﹤0.01% 321
2019
Q3 		$42K Buy
351
+22
+7% +$2.7K ﹤0.01% 306
2019
Q2 		$41K Sell
329
-495
-60% -$58.1K ﹤0.01% 277
2019
Q1 		$90K Buy
824
+515
+167% +$54.1K ﹤0.01% 198
2018
Q4 		$29K Buy
309
+169
+121% +$17.7K ﹤0.01% 271
2018
Q3 		$15K Buy
140
+124
+775% +$12.9K ﹤0.01% 296
2018
Q2 		$2K Buy
+16
New +$1.57K ﹤0.01% 329

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Ameritrade Investment Management's AXP Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of American Express (AXP) in Q3 2023, closing a stake of 122 shares — an estimated $21K sold.

TD Ameritrade Investment Management first reported a position in AXP in Q2 2018 and held it in 19 quarters. The position peaked at $105K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 122 American Express shares in Q3 2023, an estimated $21K.
  • TD Ameritrade Investment Management first reported a position in American Express in Q2 2018 and held it in 19 quarters.
  • TD Ameritrade Investment Management's American Express position peaked at $105K in Q1 2022.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.