Capital Asset Advisory Services’s America Movil AMX Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-14,418	Closed	-$237K	–	371
2022 Q3	$237K	Sell	14,418 -7,186	-33%	-$132K	0.03%	276
2022 Q2	$441K	Sell	21,604 -656	-3%	-$13.5K	0.05%	248
2022 Q1	$471K	Buy	+22,260	New	+$430K	0.05%	262

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

CII

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

Capital Asset Advisory Services's AMX Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of America Movil (AMX) in Q4 2022, closing a stake of 14,418 shares — an estimated $237K sold.

Capital Asset Advisory Services first reported a position in AMX in Q1 2022 and held it in 3 quarters. The position peaked at $471K in Q1 2022. 279 funds tracked by Wall St. Rank hold AMX as of Q4 2022.

Capital Asset Advisory Services reported no remaining America Movil position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 14,418 America Movil shares in Q4 2022, an estimated $237K.
Capital Asset Advisory Services first reported a position in America Movil in Q1 2022 and held it in 3 quarters.
Capital Asset Advisory Services's America Movil position peaked at $471K in Q1 2022.
279 funds tracked by Wall St. Rank held America Movil as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.