13F-HR/A: American Express CO Adds MoneyLion Inc. to Holdings in Latest 13F Filing

Sentiment:

13F Holdings Report


American Express CO's recent 13F filing reveals a new holding in MoneyLion Inc. Class A shares.

Summary

  • American Express CO filed its Form 13F holdings report for the quarter ended September 30, 2024.
  • The filing indicates that American Express CO added a new holding in MoneyLion Inc. Class A shares (CUSIP: 60938K304).
  • The total value of the MoneyLion Inc. holding is reported as $307,595, representing 7,403 shares.
  • American Express CO has sole voting authority over these shares.

Sentiment

Score: 5

Explanation: Neutral sentiment as the document is a regulatory filing reporting holdings. It doesn't express an opinion on the investment's performance.

Positives

  • The addition of MoneyLion Inc. to American Express CO's portfolio could indicate a positive outlook on MoneyLion's future performance.

Risks

  • The filing only reflects holdings as of September 30, 2024, and the position may have changed since then.
  • The document does not provide any information on the rationale behind the investment.

Industry Context

13F filings provide a glimpse into the investment strategies of large institutional investors like American Express CO. Tracking these filings can offer insights into emerging trends and potential investment opportunities within the financial technology sector.

Key Dates

DateDescription
09-30-2024Report for the Calendar Year or Quarter Ended
05-09-2025Date of Signing

Keywords

13F filing, American Express, MoneyLion, investment, holdings, shares

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.