Bartlett & Co’s America Movil AMX Stock Holding History

Bartlett & Co’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 Q4	$99K	Hold	5,400	–	–	﹤0.01%	577
2023 Q3	$94K	Hold	5,400	–	–	﹤0.01%	553
2023 Q2	$117K	Hold	5,400	–	–	﹤0.01%	525
2023 Q1	$114K	Hold	5,400	–	–	﹤0.01%	448
2022 Q4	$98K	Hold	5,400	–	–	﹤0.01%	472
2022 Q3	$89K	Hold	5,400	–	–	﹤0.01%	472
2022 Q2	$110K	Hold	5,400	–	–	﹤0.01%	451
2022 Q1	$114K	Buy	+5,400	New	+$104K	﹤0.01%	465
2021 Q4	–	Sell	-5,400	Closed	-$95K	–	428
2021 Q3	$95K	Hold	5,400	–	–	﹤0.01%	419
2021 Q2	$81K	Hold	5,400	–	–	﹤0.01%	438
2021 Q1	$73K	Hold	5,400	–	–	﹤0.01%	472
2020 Q4	$79K	Hold	5,400	–	–	﹤0.01%	455
2020 Q3	$67K	Sell	5,400 -3,000	-36%	-$38.1K	﹤0.01%	449
2020 Q2	$107K	Hold	8,400	–	–	﹤0.01%	371
2020 Q1	$99K	Buy	+8,400	New	+$131K	﹤0.01%	368
2019 Q3	$169K	Buy	11,400 +3,000	+36%	+$43K	﹤0.01%	342
2019 Q2	$122K	Hold	8,400	–	–	﹤0.01%	305
2019 Q1	$120K	Hold	8,400	–	–	﹤0.01%	294
2018 Q4	$120K	Hold	8,400	–	–	0.01%	291
2018 Q3	$135K	Sell	8,400 -1,000	-11%	-$16.9K	0.01%	299
2018 Q2	$157K	Hold	9,400	–	–	0.01%	276
2018 Q1	$179K	Hold	9,400	–	–	0.01%	259
2017 Q4	$161K	Hold	9,400	–	–	0.01%	276
2017 Q3	$167K	Hold	9,400	–	–	0.01%	269
2017 Q2	$150K	Hold	9,400	–	–	0.01%	281
2017 Q1	$133K	Hold	9,400	–	–	0.01%	290
2016 Q4	$118K	Sell	9,400 -1,000	-10%	-$12.1K	0.01%	304
2016 Q3	$119K	Hold	10,400	–	–	0.01%	296
2016 Q2	$128K	Hold	10,400	–	–	0.01%	291
2016 Q1	$162K	Hold	10,400	–	–	0.01%	266
2015 Q4	$146K	Hold	10,400	–	–	0.01%	276
2015 Q3	$172K	Hold	10,400	–	–	0.01%	257
2015 Q2	$222K	Hold	10,400	–	–	0.01%	245
2015 Q1	$213K	Hold	10,400	–	–	0.01%	253
2014 Q4	$231K	Hold	10,400	–	–	0.01%	240
2014 Q3	$262K	Hold	10,400	–	–	0.01%	229
2014 Q2	$216K	Hold	10,400	–	–	0.01%	248
2014 Q1	$207K	Sell	10,400 -1,342	-11%	-$27.8K	0.01%	254
2013 Q4	$274K	Hold	11,742	–	–	0.01%	231
2013 Q3	$233K	Sell	11,742 -3,000	-20%	-$61.7K	0.01%	239
2013 Q2	$321K	Buy	+14,742	New	+$302K	0.02%	209

Other funds holding AMX

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CII

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

Bartlett & Co's AMX Position: Q4 2023 in Review

Bartlett & Co held its America Movil (AMX) position steady in Q4 2023 at 5,400 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Bartlett & Co first reported a position in AMX in Q2 2013 and has held it in 41 quarters since. The position peaked at $321K in Q2 2013. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

Bartlett & Co held 5,400 shares of America Movil worth $99K as of Q4 2023.
Bartlett & Co left its America Movil share count unchanged in Q4 2023.
America Movil made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #577 holding.
Bartlett & Co first reported a position in America Movil in Q2 2013 and has held it in 41 quarters since.
Bartlett & Co's America Movil position peaked at $321K in Q2 2013.
280 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.