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Wetzel Investment Advisors’s American Express AXP Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-80
Closed -$18.3K – 186
2024
Q2 		$18.3K Buy
80
+20
+33% +$4.63K 0.01% 360
2024
Q1 		$13.1K Hold
60
– – 0.01% 468
2023
Q4 		$11K Buy
+60
New +$9.66K 0.01% 494

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wetzel Investment Advisors's AXP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of American Express (AXP) in Q3 2024, closing a stake of 80 shares — an estimated $18.3K sold.

Wetzel Investment Advisors first reported a position in AXP in Q4 2023 and held it in 3 quarters. The position peaked at $18.3K in Q2 2024. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 80 American Express shares in Q3 2024, an estimated $18.3K.
  • Wetzel Investment Advisors first reported a position in American Express in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's American Express position peaked at $18.3K in Q2 2024.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.