Balasa Dinverno & Foltz’s America Movil AMX Stock Holding History

Balasa Dinverno & Foltz’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
2021 Q4	–	Sell	-17,928	Closed	-$317K	–	344
2021 Q3	$317K	Hold	17,928	–	–	0.02%	249
2021 Q2	$269K	Hold	17,928	–	–	0.02%	274
2021 Q1	$243K	Hold	17,928	–	–	0.02%	271
2020 Q4	$261K	Hold	17,928	–	–	0.02%	246
2020 Q3	$224K	Hold	17,928	–	–	0.02%	239
2020 Q2	$228K	Hold	17,928	–	–	0.03%	206
2020 Q1	$211K	Hold	17,928	–	–	0.03%	227
2019 Q4	$287K	Hold	17,928	–	–	0.03%	217
2019 Q3	$266K	Buy	+17,928	New	+$257K	0.03%	204

Other funds holding AMX

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

WGI

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CII

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balasa Dinverno & Foltz's AMX Position: Q4 2021 in Review

Balasa Dinverno & Foltz sold out of America Movil (AMX) in Q4 2021, closing a stake of 17,928 shares — an estimated $317K sold.

Balasa Dinverno & Foltz first reported a position in AMX in Q3 2019 and held it in 9 quarters. The position peaked at $317K in Q3 2021. 299 funds tracked by Wall St. Rank hold AMX as of Q4 2021.

Balasa Dinverno & Foltz reported no remaining America Movil position as of Q4 2021 after selling out during the quarter.
Balasa Dinverno & Foltz sold 17,928 America Movil shares in Q4 2021, an estimated $317K.
Balasa Dinverno & Foltz first reported a position in America Movil in Q3 2019 and held it in 9 quarters.
Balasa Dinverno & Foltz's America Movil position peaked at $317K in Q3 2021.
299 funds tracked by Wall St. Rank held America Movil as of Q4 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2021, filed 26 Jan 2022.