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Wintrust Investments’s American Express AXP Stock Holding History

Wintrust Investments’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
2017
Q1 		– Sell
-2,500
Closed -$188K – 287
2016
Q4 		$188K Buy
+2,500
New +$173K 0.08% 207

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wintrust Investments's AXP Position: Q4 2024 in Review

Wintrust Investments reduced its American Express (AXP) stake by 42% in Q4 2024, selling an estimated $111K and leaving 535 shares worth $159K. The position accounts for 0.14% of the portfolio, ranked #119.

Wintrust Investments first reported a position in AXP in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.19M in Q1 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Wintrust Investments held 535 shares of American Express worth $159K as of Q4 2024.
  • Wintrust Investments sold 385 American Express shares in Q4 2024, an estimated $111K.
  • American Express made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #119 holding.
  • Wintrust Investments first reported a position in American Express in Q2 2016 and has held it in 32 quarters since.
  • Wintrust Investments's American Express position peaked at $2.19M in Q1 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.