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Pinnacle Wealth Management’s REX American Resources REX Stock Holding History

Pinnacle Wealth Management’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-56,732
Closed -$1.29M – 48
2024
Q2 		$1.29M Buy
+56,732
New +$1.51M 1.62% 29

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Management's REX Position: Q3 2024 in Review

Pinnacle Wealth Management sold out of REX American Resources (REX) in Q3 2024, closing a stake of 56,732 shares — an estimated $1.29M sold.

Pinnacle Wealth Management first reported a position in REX in Q2 2024 and held it in 1 quarter. The position peaked at $1.29M in Q2 2024. 168 funds tracked by Wall St. Rank hold REX as of Q3 2024.

  • Pinnacle Wealth Management reported no remaining REX American Resources position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 56,732 REX American Resources shares in Q3 2024, an estimated $1.29M.
  • Pinnacle Wealth Management first reported a position in REX American Resources in Q2 2024 and held it in 1 quarter.
  • Pinnacle Wealth Management's REX American Resources position peaked at $1.29M in Q2 2024.
  • 168 funds tracked by Wall St. Rank held REX American Resources as of Q3 2024.

Based on Pinnacle Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.