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Alterna Wealth Management’s America Movil AMX Stock Holding History

Alterna 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
Q2 		– Sell
-10,395
Closed -$219K – 110
2023
Q1 		$219K Buy
+10,395
New +$213K 0.27% 81
2022
Q1 		– Sell
-11,184
Closed -$236K – 122
2021
Q4 		$236K Buy
+11,184
New +$206K 0.2% 75

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Alterna Wealth Management's AMX Position: Q2 2023 in Review

Alterna Wealth Management sold out of America Movil (AMX) in Q2 2023, closing a stake of 10,395 shares — an estimated $219K sold.

Alterna Wealth Management first reported a position in AMX in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 283 funds tracked by Wall St. Rank hold AMX as of Q2 2023.

  • Alterna Wealth Management reported no remaining America Movil position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 10,395 America Movil shares in Q2 2023, an estimated $219K.
  • Alterna Wealth Management first reported a position in America Movil in Q4 2021 and held it in 2 quarters.
  • Alterna Wealth Management's America Movil position peaked at $236K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held America Movil as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.