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Avior Wealth Management’s America Movil AMX Stock Holding History

Avior 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
2024
Q4 		– Sell
-50
Closed -$818 – 2466
2024
Q3 		$818 Hold
50
– – ﹤0.01% 2097
2024
Q2 		$850 Sell
50
-1,509
-97% -$27.8K ﹤0.01% 2041
2024
Q1 		$29.1K Buy
+1,559
New +$28.7K ﹤0.01% 1456

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Avior Wealth Management's AMX Position: Q4 2024 in Review

Avior Wealth Management sold out of America Movil (AMX) in Q4 2024, closing a stake of 50 shares — an estimated $818 sold.

Avior Wealth Management first reported a position in AMX in Q1 2024 and held it in 3 quarters. The position peaked at $29.1K in Q1 2024. 275 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • Avior Wealth Management reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 50 America Movil shares in Q4 2024, an estimated $818.
  • Avior Wealth Management first reported a position in America Movil in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's America Movil position peaked at $29.1K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.