Wealth Effects’s American Express AXP Stock Holding History

Wealth Effects’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	-880	Closed	-$200K	–	211
2024 Q1	$200K	Buy	+880	New	+$182K	0.07%	198

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealth Effects's AXP Position: Q2 2024 in Review

Wealth Effects sold out of American Express (AXP) in Q2 2024, closing a stake of 880 shares — an estimated $200K sold.

Wealth Effects first reported a position in AXP in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Wealth Effects reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Wealth Effects sold 880 American Express shares in Q2 2024, an estimated $200K.
Wealth Effects first reported a position in American Express in Q1 2024 and held it in 1 quarter.
Wealth Effects's American Express position peaked at $200K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Wealth Effects's 13F filing for Q2 2024, filed 2 Aug 2024.