Capital Bank & Trust’s America Movil AMX Stock Holding History

Capital Bank & Trust’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 Q3	–	Sell	-3,441,120	Closed	-$51.6M	–	19
2021 Q2	$51.6M	Buy	3,441,120 +63,869	+2%	+$950K	0.6%	59
2021 Q1	$45.9M	Buy	3,377,251 +106,978	+3%	+$1.47M	0.54%	58
2020 Q4	$47.5M	Sell	3,270,273 -43,222	-1%	-$587K	0.58%	52
2020 Q3	$41.4M	Buy	3,313,495 +51,606	+2%	+$655K	0.56%	54
2020 Q2	$41.4M	Buy	3,261,889 +1,871,324	+135%	+$23.4M	0.6%	49
2020 Q1	$16.4M	Sell	1,390,565 -73,573	-5%	-$1.15M	0.28%	88
2019 Q4	$23.4M	Buy	1,464,138 +783,735	+115%	+$12.3M	0.3%	86
2019 Q3	$10.1M	Sell	680,403 -22,164	-3%	-$318K	0.14%	109
2019 Q2	$10.2M	Buy	702,567 +7,714	+1%	+$114K	0.13%	118
2019 Q1	$9.92M	Buy	694,853 +661,740	+1,998%	+$9.99M	0.13%	116
2018 Q4	$472K	Sell	33,113 -974,080	-97%	-$14M	0.01%	221
2018 Q3	$16.2M	Buy	1,007,193 +15,104	+2%	+$255K	0.2%	102
2018 Q2	$16.5M	Buy	992,089 +14,244	+1%	+$246K	0.22%	104
2018 Q1	$18.7M	Buy	977,845 +531,201	+119%	+$9.83M	0.25%	101
2017 Q4	$7.66M	Buy	446,644 +415,444	+1,332%	+$7.25M	0.1%	129
2017 Q3	$554K	Hold	31,200	–	–	0.01%	201
2017 Q2	$497K	Buy	+31,200	New	+$484K	0.01%	203

Other funds holding AMX

Capital International Investors

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return