Angeles Wealth Management’s America Movil AMX Stock Holding History

Angeles 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 Q3	–	Sell	-35,379	Closed	-$766K	–	226
2023 Q2	$766K	Buy	35,379 +5,137	+17%	+$112K	0.1%	85
2023 Q1	$637K	Buy	+30,242	New	+$620K	0.09%	99
2022 Q3	–	Sell	-36,569	Closed	-$747K	–	213
2022 Q2	$747K	Buy	+36,569	New	+$752K	0.15%	75

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Angeles Wealth Management's AMX Position: Q3 2023 in Review

Angeles Wealth Management sold out of America Movil (AMX) in Q3 2023, closing a stake of 35,379 shares — an estimated $766K sold.

Angeles Wealth Management first reported a position in AMX in Q2 2022 and held it in 3 quarters. The position peaked at $766K in Q2 2023. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

Angeles Wealth Management reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
Angeles Wealth Management sold 35,379 America Movil shares in Q3 2023, an estimated $766K.
Angeles Wealth Management first reported a position in America Movil in Q2 2022 and held it in 3 quarters.
Angeles Wealth Management's America Movil position peaked at $766K in Q2 2023.
274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.