AIA
AMX icon

Alera Investment Advisors’s America Movil AMX Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-567
Closed -$8K – 125
2019
Q1 		$8K Buy
567
+276
+95% +$4.17K ﹤0.01% 507
2018
Q4 		$4K Buy
+291
New +$4.18K ﹤0.01% 626

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's AMX Position: Q2 2019 in Review

Alera Investment Advisors sold out of America Movil (AMX) in Q2 2019, closing a stake of 567 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in AMX in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 258 funds tracked by Wall St. Rank hold AMX as of Q2 2019.

  • Alera Investment Advisors reported no remaining America Movil position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 567 America Movil shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in America Movil in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's America Movil position peaked at $8K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held America Movil as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.