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TFO Wealth Partners’s American Express AXP Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-5
Closed -$1.14K – 124
2024
Q1 		$1.14K Hold
5
– – ﹤0.01% 145
2023
Q4 		$937 Sell
5
-179
-97% -$28.8K ﹤0.01% 207
2023
Q3 		$32.1K Buy
184
+1
+0.5% +$164 0.01% 114
2023
Q2 		$31.9K Buy
183
+178
+3,560% +$28.7K 0.01% 104
2023
Q1 		$825 Sell
5
-12
-71% -$1.99K ﹤0.01% 185
2022
Q4 		$776 Buy
+17
New +$2.52K ﹤0.01% 411
2022
Q3 		– Sell
-8
Closed -$1K – 168
2022
Q2 		$1K Buy
+8
New +$1.32K ﹤0.01% 378

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TFO Wealth Partners's AXP Position: Q2 2024 in Review

TFO Wealth Partners sold out of American Express (AXP) in Q2 2024, closing a stake of 5 shares — an estimated $1.14K sold.

TFO Wealth Partners first reported a position in AXP in Q2 2022 and held it in 7 quarters. The position peaked at $32.1K in Q3 2023. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • TFO Wealth Partners reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 American Express shares in Q2 2024, an estimated $1.14K.
  • TFO Wealth Partners first reported a position in American Express in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's American Express position peaked at $32.1K in Q3 2023.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.