Alpha Cubed Investments’s America Movil AMX Stock Holding History

Alpha Cubed Investments’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
2024 Q3	–	Sell	-29,044	Closed	-$494K	–	270
2024 Q2	$494K	Sell	29,044 -3,404	-10%	-$62.7K	0.02%	156
2024 Q1	$605K	Buy	32,448 +21,328	+192%	+$393K	0.03%	136
2023 Q4	$206K	Sell	11,120 -20,528	-65%	-$361K	0.01%	255
2023 Q3	$548K	Hold	31,648	–	–	0.04%	130
2023 Q2	$685K	Sell	31,648 -12,151	-28%	-$264K	0.05%	124
2023 Q1	$922K	Buy	43,799 +15,572	+55%	+$319K	0.07%	113
2022 Q4	$514K	Buy	28,227 +80	+0.3%	+$1.48K	0.04%	165
2022 Q3	$464K	Sell	28,147 -10,628	-27%	-$195K	0.04%	157
2022 Q2	$792K	Hold	38,775	–	–	0.06%	131
2022 Q1	$820K	Buy	38,775 +9,452	+32%	+$183K	0.05%	148
2021 Q4	$619K	Buy	29,323 +676	+2%	+$12.4K	0.04%	156
2021 Q3	$506K	Sell	28,647 -3,128	-10%	-$53.9K	0.04%	163
2021 Q2	$477K	Sell	31,775 -500	-2%	-$7.44K	0.03%	165
2021 Q1	$438K	Sell	32,275 -1,000	-3%	-$13.7K	0.03%	171
2020 Q4	$484K	Hold	33,275	–	–	0.04%	157
2020 Q3	$416K	Hold	33,275	–	–	0.04%	151
2020 Q2	$422K	Hold	33,275	–	–	0.05%	140
2020 Q1	$392K	Hold	33,275	–	–	0.05%	138
2019 Q4	$532K	Sell	33,275 -868	-3%	-$13.6K	0.05%	138
2019 Q3	$507K	Buy	34,143 +868	+3%	+$12.5K	0.06%	134
2019 Q2	$484K	Hold	33,275	–	–	0.06%	138
2019 Q1	$475K	Hold	33,275	–	–	0.06%	132
2018 Q4	$474K	Sell	33,275 -11,100	-25%	-$159K	0.07%	117
2018 Q3	$657K	Buy	44,375 +11,100	+33%	+$187K	0.08%	138
2018 Q2	$554K	Hold	33,275	–	–	0.07%	115
2018 Q1	$635K	Hold	33,275	–	–	0.08%	111
2017 Q4	$571K	Sell	33,275 -600	-2%	-$10.5K	0.07%	123
2017 Q3	$601K	Buy	33,875 +600	+2%	+$10.8K	0.09%	116
2017 Q2	$530K	Hold	33,275	–	–	0.09%	109
2017 Q1	$472K	Sell	33,275 -7,200	-18%	-$93.9K	0.1%	109
2016 Q4	$509K	Buy	40,475 +9,200	+29%	+$111K	0.12%	104
2016 Q3	$358K	Sell	31,275 -7,816	-20%	-$93.2K	0.1%	122
2016 Q2	$479K	Buy	39,091 +13,977	+56%	+$187K	0.17%	82
2016 Q1	$390K	Buy	+25,114	New	+$347K	0.12%	106

Other funds holding AMX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return