Pine Ridge Advisers’s American Express AXP Stock Holding History

Pine Ridge Advisers’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
2023 Q2	–	Sell	-26,500	Closed	-$4.37M	–	28
2023 Q1	$4.37M	Hold	26,500	–	–	0.91%	16
2022 Q4	$3.92M	Hold	26,500	–	–	1.04%	16
2022 Q3	$3.58M	Hold	26,500	–	–	1.11%	14
2022 Q2	$3.67M	Hold	26,500	–	–	1.2%	13
2022 Q1	$4.96M	Hold	26,500	–	–	1.35%	14
2021 Q4	$4.33M	Hold	26,500	–	–	1.19%	14
2021 Q3	$4.44M	Hold	26,500	–	–	1.25%	15
2021 Q2	$4.38M	Hold	26,500	–	–	1.47%	14
2021 Q1	$3.75M	Hold	26,500	–	–	1.47%	13
2020 Q4	$3.2M	Buy	+26,500	New	+$2.93M	1.36%	14

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Pine Ridge Advisers's AXP Position: Q2 2023 in Review

Pine Ridge Advisers sold out of American Express (AXP) in Q2 2023, closing a stake of 26,500 shares — an estimated $4.37M sold.

Pine Ridge Advisers first reported a position in AXP in Q4 2020 and held it in 10 quarters. The position peaked at $4.96M in Q1 2022. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Pine Ridge Advisers reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
Pine Ridge Advisers sold 26,500 American Express shares in Q2 2023, an estimated $4.37M.
Pine Ridge Advisers first reported a position in American Express in Q4 2020 and held it in 10 quarters.
Pine Ridge Advisers's American Express position peaked at $4.96M in Q1 2022.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Pine Ridge Advisers's 13F filing for Q2 2023, filed 9 Aug 2023.