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Accurate Wealth Management’s America Movil AMX Stock Holding History

Accurate Wealth Management’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-138
Closed -$2.72K – 302
2022
Q4 		$2.72K Buy
+138
New +$2.55K ﹤0.01% 1139

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Accurate Wealth Management's AMX Position: Q1 2023 in Review

Accurate Wealth Management sold out of America Movil (AMX) in Q1 2023, closing a stake of 138 shares — an estimated $2.72K sold.

Accurate Wealth Management first reported a position in AMX in Q4 2022 and held it in 1 quarter. The position peaked at $2.72K in Q4 2022. 273 funds tracked by Wall St. Rank hold AMX as of Q1 2023.

  • Accurate Wealth Management reported no remaining America Movil position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 138 America Movil shares in Q1 2023, an estimated $2.72K.
  • Accurate Wealth Management first reported a position in America Movil in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's America Movil position peaked at $2.72K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held America Movil as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.