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Belpointe Asset Management’s America Movil AMX Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-600
Closed -$12.6K – 721
2023
Q1 		$12.6K Hold
600
– – ﹤0.01% 2578
2022
Q4 		$10.9K Buy
+600
New +$11.1K ﹤0.01% 2570

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WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Belpointe Asset Management's AMX Position: Q2 2023 in Review

Belpointe Asset Management sold out of America Movil (AMX) in Q2 2023, closing a stake of 600 shares — an estimated $12.6K sold.

Belpointe Asset Management first reported a position in AMX in Q4 2022 and held it in 2 quarters. The position peaked at $12.6K in Q1 2023. 283 funds tracked by Wall St. Rank hold AMX as of Q2 2023.

  • Belpointe Asset Management reported no remaining America Movil position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 600 America Movil shares in Q2 2023, an estimated $12.6K.
  • Belpointe Asset Management first reported a position in America Movil in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's America Movil position peaked at $12.6K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held America Movil as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.