Capstone Investment Advisors
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Capstone Investment Advisors’s America Movil AMX Stock Holding History

Capstone Investment 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
2024
Q3 		– Sell
-21,957
Closed -$373K – 1900
2024
Q2 		$373K Sell
21,957
-50,558
-70% -$931K ﹤0.01% 1460
2024
Q1 		$1.35M Buy
+72,515
New +$1.34M ﹤0.01% 982
2023
Q4 		– Sell
-75,315
Closed -$1.3M – 2093
2023
Q3 		$1.3M Buy
+75,315
New +$1.47M 0.01% 892

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Capstone Investment Advisors's AMX Position: Q3 2024 in Review

Capstone Investment Advisors sold out of America Movil (AMX) in Q3 2024, closing a stake of 21,957 shares — an estimated $373K sold.

Capstone Investment Advisors first reported a position in AMX in Q3 2023 and held it in 3 quarters. The position peaked at $1.35M in Q1 2024. 282 funds tracked by Wall St. Rank hold AMX as of Q3 2024.

  • Capstone Investment Advisors reported no remaining America Movil position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 21,957 America Movil shares in Q3 2024, an estimated $373K.
  • Capstone Investment Advisors first reported a position in America Movil in Q3 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's America Movil position peaked at $1.35M in Q1 2024.
  • 282 funds tracked by Wall St. Rank held America Movil as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.