Burt Wealth Advisors’s America Movil AMX Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-6,000	Closed	-$87K	–	105
2020 Q4	$87K	Hold	6,000	–	–	0.03%	140
2020 Q3	$75K	Hold	6,000	–	–	0.03%	144
2020 Q2	$76K	Hold	6,000	–	–	0.03%	139
2020 Q1	$71K	Hold	6,000	–	–	0.03%	136
2019 Q4	$96K	Hold	6,000	–	–	0.04%	127
2019 Q3	$89K	Hold	6,000	–	–	0.04%	133
2019 Q2	$87K	Hold	6,000	–	–	0.04%	131
2019 Q1	$86K	Hold	6,000	–	–	0.04%	132
2018 Q4	$86K	Hold	6,000	–	–	0.04%	134
2018 Q3	$96K	Hold	6,000	–	–	0.04%	140
2018 Q2	$100K	Hold	6,000	–	–	0.05%	127
2018 Q1	$115K	Hold	6,000	–	–	0.06%	118
2017 Q4	$103K	Hold	6,000	–	–	0.06%	123
2017 Q3	$107K	Hold	6,000	–	–	0.07%	121
2017 Q2	$95K	Hold	6,000	–	–	0.07%	121
2017 Q1	$85K	Hold	6,000	–	–	0.06%	123
2016 Q4	$75K	Hold	6,000	–	–	0.07%	132
2016 Q3	$68K	Sell	6,000 -198	-3%	-$2.36K	0.07%	133
2016 Q2	$75K	Hold	6,198	–	–	0.08%	126
2016 Q1	$96K	Hold	6,198	–	–	0.09%	111
2015 Q4	$87K	Hold	6,198	–	–	0.07%	113
2015 Q3	$102K	Hold	6,198	–	–	0.13%	87
2015 Q2	$132K	Hold	6,198	–	–	0.14%	83
2015 Q1	$127K	Hold	6,198	–	–	0.13%	75
2014 Q4	$137K	Buy	+6,198	New	+$144K	0.15%	72

Other funds holding AMX

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CII

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Burt Wealth Advisors's AMX Position: Q1 2021 in Review

Burt Wealth Advisors sold out of America Movil (AMX) in Q1 2021, closing a stake of 6,000 shares — an estimated $87K sold.

Burt Wealth Advisors first reported a position in AMX in Q4 2014 and held it in 25 quarters. The position peaked at $137K in Q4 2014. 281 funds tracked by Wall St. Rank hold AMX as of Q1 2021.

Burt Wealth Advisors reported no remaining America Movil position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 6,000 America Movil shares in Q1 2021, an estimated $87K.
Burt Wealth Advisors first reported a position in America Movil in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's America Movil position peaked at $137K in Q4 2014.
281 funds tracked by Wall St. Rank held America Movil as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.