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American Express Company shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Express Company by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 11k 271.20
2024-06-30 $2.4M 11k 231.56
2024-03-31 $2.0M 9.0k 227.67
2023-12-31 $2.6M 14k 187.34

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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Jpmorgan Chase & Co
Geode Capital Management
FMR
T. Rowe Price Associates
Massachusetts Financial Services
Fisher Investments
Northern Trust
Nuveen Asset Management
Invesco
Legal & General Group

View all funds holding American Express Company