BL
AMX icon

Balentine LLC’s America Movil AMX Stock Holding History

Balentine LLC’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
-10,299
Closed -$223K – 559
2023
Q2 		$223K Buy
+10,299
New +$224K 0.01% 456
2020
Q3 		– Sell
-35
Closed – – 183
2020
Q2 		$0 Buy
+35
New +$437 ﹤0.01% 923
2019
Q3 		– Sell
-220
Closed -$3K – 732
2019
Q2 		$3K Buy
+220
New +$3.25K ﹤0.01% 575
2018
Q4 		– Sell
-388
Closed -$6K – 436
2018
Q3 		$6K Buy
+388
New +$6.55K ﹤0.01% 280

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

Balentine LLC's AMX Position: Q3 2023 in Review

Balentine LLC sold out of America Movil (AMX) in Q3 2023, closing a stake of 10,299 shares — an estimated $223K sold.

Balentine LLC first reported a position in AMX in Q3 2018 and held it in 4 quarters. The position peaked at $223K in Q2 2023. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

  • Balentine LLC reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
  • Balentine LLC sold 10,299 America Movil shares in Q3 2023, an estimated $223K.
  • Balentine LLC first reported a position in America Movil in Q3 2018 and held it in 4 quarters.
  • Balentine LLC's America Movil position peaked at $223K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Balentine LLC's 13F filing for Q3 2023, filed 13 Nov 2023.