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Wealth Advisors of Iowa’s American Express AXP Stock Holding History

Wealth Advisors of Iowa’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
-1,450
Closed -$272K – 65
2023
Q4 		$272K Buy
+1,450
New +$233K 0.18% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealth Advisors of Iowa's AXP Position: Q1 2024 in Review

Wealth Advisors of Iowa sold out of American Express (AXP) in Q1 2024, closing a stake of 1,450 shares — an estimated $272K sold.

Wealth Advisors of Iowa first reported a position in AXP in Q4 2023 and held it in 1 quarter. The position peaked at $272K in Q4 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Wealth Advisors of Iowa reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 1,450 American Express shares in Q1 2024, an estimated $272K.
  • Wealth Advisors of Iowa first reported a position in American Express in Q4 2023 and held it in 1 quarter.
  • Wealth Advisors of Iowa's American Express position peaked at $272K in Q4 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2024, filed 7 May 2024.