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Planning Solutions Group’s American Express AXP Stock Holding History

Planning Solutions Group’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
Q2 		$371K Hold
3,006
– – 0.19% 91
2019
Q1 		$328K Hold
3,006
– – 0.18% 96
2018
Q4 		$287K Buy
+3,006
New +$315K 0.17% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Planning Solutions Group's AXP Position: Q2 2019 in Review

Planning Solutions Group held its American Express (AXP) position steady in Q2 2019 at 3,006 shares worth $371K. The position accounts for 0.19% of the portfolio, ranked #91.

Planning Solutions Group first reported a position in AXP in Q4 2018 and has held it in 3 quarters since. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • Planning Solutions Group held 3,006 shares of American Express worth $371K as of Q2 2019.
  • Planning Solutions Group left its American Express share count unchanged in Q2 2019.
  • American Express made up 0.19% of Planning Solutions Group's portfolio in Q2 2019, its #91 holding.
  • Planning Solutions Group first reported a position in American Express in Q4 2018 and has held it in 3 quarters since.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.