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Pinnacle Wealth Advisors’s American Express AXP Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$8.69M Buy
+52,598
New +$8.24M 0.35% 92

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Advisors's AXP Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in American Express (AXP) in Q2 2021: 52,598 shares worth $8.69M. The stake represents 0.35% of the portfolio and ranks #92 among its holdings.

1,843 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • Pinnacle Wealth Advisors held 52,598 shares of American Express worth $8.69M as of Q2 2021.
  • American Express was a new Pinnacle Wealth Advisors position in Q2 2021.
  • American Express made up 0.35% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #92 holding.
  • 1,843 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.