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Tiedemann Advisors’s American Express AXP Stock Holding History

Tiedemann Advisors’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
-1,666
Closed -$290K – 274
2023
Q2 		$290K Buy
+1,666
New +$269K 0.01% 206
2022
Q2 		– Sell
-1,300
Closed -$243K – 235
2022
Q1 		$243K Buy
+1,300
New +$235K 0.01% 252
2021
Q4 		– Sell
-1,215
Closed -$204K – 279
2021
Q3 		$204K Sell
1,215
-4,162
-77% -$696K 0.01% 281
2021
Q2 		$889K Sell
5,377
-75
-1% -$11.7K 0.04% 181
2021
Q1 		$772K Sell
5,452
-1,239
-19% -$164K 0.03% 181
2020
Q4 		$809K Sell
6,691
-1,735
-21% -$192K 0.04% 165
2020
Q3 		$843K Sell
8,426
-2
-0% -$197 0.04% 188
2020
Q2 		$803K Sell
8,428
-208
-2% -$19.2K 0.04% 177
2020
Q1 		$739K Buy
8,636
+2,609
+43% +$304K 0.05% 178
2019
Q4 		$748K Sell
6,027
-3,643
-38% -$435K 0.04% 181
2019
Q3 		$1.14M Buy
9,670
+85
+0.9% +$10.4K 0.05% 163
2019
Q2 		$1.18M Sell
9,585
-9,227
-49% -$1.08M 0.06% 140
2019
Q1 		$2.06M Sell
18,812
-139
-0.7% -$14.6K 0.1% 132
2018
Q4 		$1.81M Buy
18,951
+4,624
+32% +$484K 0.09% 142
2018
Q3 		$1.52M Sell
14,327
-4,422
-24% -$460K 0.09% 131
2018
Q2 		$1.84M Buy
18,749
+6,684
+55% +$657K 0.12% 113
2018
Q1 		$1.13M Buy
12,065
+747
+7% +$72.4K 0.08% 140
2017
Q4 		$1.12M Sell
11,318
-21,740
-66% -$2.07M 0.09% 111
2017
Q3 		$2.28M Buy
33,058
+187
+0.6% +$16.1K 0.2% 87
2017
Q2 		$2.77M Buy
32,871
+941
+3% +$74.5K 0.2% 95
2017
Q1 		$2.53M Buy
31,930
+2,400
+8% +$188K 0.21% 102
2016
Q4 		$2.19M Buy
+29,530
New +$2.04M 0.22% 83
2016
Q3 		– Sell
-3,405
Closed -$207K – 127
2016
Q2 		$207K Hold
3,405
– – 0.2% 54
2016
Q1 		$209K Hold
3,405
– – 0.17% 54
2015
Q4 		$237K Buy
+3,405
New +$248K 0.09% 53

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

Tiedemann Advisors's AXP Position: Q3 2023 in Review

Tiedemann Advisors sold out of American Express (AXP) in Q3 2023, closing a stake of 1,666 shares — an estimated $290K sold.

Tiedemann Advisors first reported a position in AXP in Q4 2015 and held it in 25 quarters. The position peaked at $2.77M in Q2 2017. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Tiedemann Advisors reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 1,666 American Express shares in Q3 2023, an estimated $290K.
  • Tiedemann Advisors first reported a position in American Express in Q4 2015 and held it in 25 quarters.
  • Tiedemann Advisors's American Express position peaked at $2.77M in Q2 2017.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.