Truepoint Inc’s American Express AXP Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-1,921	Closed	-$360K	–	128
2023 Q4	$360K	Buy	+1,921	New	+$309K	0.01%	151

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Truepoint Inc's AXP Position: Q1 2024 in Review

Truepoint Inc sold out of American Express (AXP) in Q1 2024, closing a stake of 1,921 shares — an estimated $360K sold.

Truepoint Inc first reported a position in AXP in Q4 2023 and held it in 1 quarter. The position peaked at $360K in Q4 2023. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

Truepoint Inc reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 1,921 American Express shares in Q1 2024, an estimated $360K.
Truepoint Inc first reported a position in American Express in Q4 2023 and held it in 1 quarter.
Truepoint Inc's American Express position peaked at $360K in Q4 2023.
2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.