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Beverly Hills Private Wealth’s America Movil AMX Stock Holding History

Beverly Hills Private Wealth’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
-24,793
Closed -$494K – 301
2023
Q2 		$494K Buy
24,793
+10,139
+69% +$220K 0.08% 231
2023
Q1 		$308K Buy
+14,654
New +$300K 0.1% 217

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Beverly Hills Private Wealth's AMX Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of America Movil (AMX) in Q3 2023, closing a stake of 24,793 shares — an estimated $494K sold.

Beverly Hills Private Wealth first reported a position in AMX in Q1 2023 and held it in 2 quarters. The position peaked at $494K in Q2 2023. 273 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 24,793 America Movil shares in Q3 2023, an estimated $494K.
  • Beverly Hills Private Wealth first reported a position in America Movil in Q1 2023 and held it in 2 quarters.
  • Beverly Hills Private Wealth's America Movil position peaked at $494K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.