Baystate Wealth Management’s America Movil AMX Stock Holding History

Baystate 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 Q4	$33.2K	Buy	1,790 +26	+1%	+$457	﹤0.01%	453
2023 Q3	$30.6K	Buy	1,764 +23	+1%	+$450	﹤0.01%	407
2023 Q2	$37.7K	Hold	1,741	–	–	﹤0.01%	365
2023 Q1	$36.7K	Hold	1,741	–	–	﹤0.01%	376
2022 Q4	$32K	Hold	1,741	–	–	﹤0.01%	397
2022 Q3	$29K	Buy	1,741 +43	+3%	+$788	﹤0.01%	379
2022 Q2	$35K	Hold	1,698	–	–	﹤0.01%	365
2022 Q1	$36K	Hold	1,698	–	–	﹤0.01%	370
2021 Q4	$36K	Buy	1,698 +18	+1%	+$331	﹤0.01%	368
2021 Q3	$30K	Buy	1,680 +21	+1%	+$362	﹤0.01%	353
2021 Q2	$25K	Buy	+1,659	New	+$24.7K	﹤0.01%	363

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

CGPCS

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

Baystate Wealth Management's AMX Position: Q4 2023 in Review

Baystate Wealth Management increased its America Movil (AMX) stake by 1.5% in Q4 2023, buying an estimated $457 and bringing the position to 1,790 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Baystate Wealth Management first reported a position in AMX in Q2 2021 and has held it in 11 quarters since. The position peaked at $37.7K in Q2 2023. 281 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

Baystate Wealth Management held 1,790 shares of America Movil worth $33.2K as of Q4 2023.
Baystate Wealth Management bought 26 America Movil shares in Q4 2023, an estimated $457.
America Movil made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #453 holding.
Baystate Wealth Management first reported a position in America Movil in Q2 2021 and has held it in 11 quarters since.
Baystate Wealth Management's America Movil position peaked at $37.7K in Q2 2023.
281 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.