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Aevitas Wealth Management’s America Movil AMX Stock Holding History

Aevitas 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
2018
Q4 		– Sell
-300
Closed -$5K – 387
2018
Q3 		$5K Hold
300
– – ﹤0.01% 387
2018
Q2 		$5K Hold
300
– – ﹤0.01% 365
2018
Q1 		$6K Hold
300
– – 0.01% 358
2017
Q4 		$5K Buy
+300
New +$5.23K ﹤0.01% 362

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aevitas Wealth Management's AMX Position: Q4 2018 in Review

Aevitas Wealth Management sold out of America Movil (AMX) in Q4 2018, closing a stake of 300 shares — an estimated $5K sold.

Aevitas Wealth Management first reported a position in AMX in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 287 funds tracked by Wall St. Rank hold AMX as of Q4 2018.

  • Aevitas Wealth Management reported no remaining America Movil position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 300 America Movil shares in Q4 2018, an estimated $5K.
  • Aevitas Wealth Management first reported a position in America Movil in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's America Movil position peaked at $6K in Q1 2018.
  • 287 funds tracked by Wall St. Rank held America Movil as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.