NEXT Financial Holdings’s American Express AXP Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$184K	Buy	+1,688	New	+$177K	0.05%	382

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NEXT Financial Holdings's AXP Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in American Express (AXP) in Q1 2019: 1,688 shares worth $184K. The stake represents 0.05% of the portfolio and ranks #382 among its holdings.

1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

NEXT Financial Holdings held 1,688 shares of American Express worth $184K as of Q1 2019.
American Express was a new NEXT Financial Holdings position in Q1 2019.
American Express made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #382 holding.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.