Pinnacle Private Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Pinnacle Private Wealth's AXP Position: Q2 2022 in Review
Pinnacle Private Wealth reduced its American Express (AXP) stake by 7.9% in Q2 2022, selling an estimated $31.2K and leaving 2,192 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #197.
Pinnacle Private Wealth first reported a position in AXP in Q4 2021 and has held it in 3 quarters since. The position peaked at $445K in Q1 2022. 1,972 funds tracked by Wall St. Rank hold AXP as of Q2 2022.
- Pinnacle Private Wealth held 2,192 shares of American Express worth $304K as of Q2 2022.
- Pinnacle Private Wealth sold 189 American Express shares in Q2 2022, an estimated $31.2K.
- American Express made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #197 holding.
- Pinnacle Private Wealth first reported a position in American Express in Q4 2021 and has held it in 3 quarters since.
- Pinnacle Private Wealth's American Express position peaked at $445K in Q1 2022.
- 1,972 funds tracked by Wall St. Rank held American Express as of Q2 2022.
Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.