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Carroll Financial Associates’s America Movil AMX Stock Holding History

Carroll Financial Associates’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
Q4 		$12K Hold
599
– – ﹤0.01% 1106
2021
Q3 		$10K Sell
599
-284
-32% -$4.9K ﹤0.01% 1200
2021
Q2 		$13K Hold
883
– – ﹤0.01% 1203
2021
Q1 		$11K Hold
883
– – ﹤0.01% 1178
2020
Q4 		$12K Buy
883
+100
+13% +$1.36K ﹤0.01% 1050
2020
Q3 		$9K Buy
783
+123
+19% +$1.56K ﹤0.01% 1047
2020
Q2 		$8K Sell
660
-2,600
-80% -$32.5K ﹤0.01% 1070
2020
Q1 		$38K Buy
3,260
+2,600
+394% +$40.6K ﹤0.01% 633
2019
Q4 		$10K Buy
660
+87
+15% +$1.36K ﹤0.01% 1040
2019
Q3 		$8K Buy
573
+72
+14% +$1.03K ﹤0.01% 1056
2019
Q2 		$7K Hold
501
– – ﹤0.01% 1092
2019
Q1 		$7K Buy
501
+1
+0.2% +$15 ﹤0.01% 1017
2018
Q4 		$7K Hold
500
– – ﹤0.01% 938
2018
Q3 		$8K Hold
500
– – ﹤0.01% 941
2018
Q2 		$8K Hold
500
– – ﹤0.01% 891
2018
Q1 		$9K Hold
500
– – ﹤0.01% 857
2017
Q4 		$8K Hold
500
– – ﹤0.01% 874
2017
Q3 		$8K Sell
500
-133
-21% -$2.38K ﹤0.01% 855
2017
Q2 		$10K Sell
633
-143
-18% -$2.22K ﹤0.01% 825
2017
Q1 		$10K Buy
776
+355
+84% +$4.63K ﹤0.01% 823
2016
Q4 		$5K Hold
421
– – ﹤0.01% 928
2016
Q3 		$4K Hold
421
– – ﹤0.01% 976
2016
Q2 		$5K Buy
421
+131
+45% +$1.75K ﹤0.01% 915
2016
Q1 		$4K Sell
290
-95
-25% -$1.31K ﹤0.01% 926
2015
Q4 		$5K Buy
385
+146
+61% +$2.38K ﹤0.01% 848
2015
Q3 		$4K Buy
239
+217
+986% +$4.07K ﹤0.01% 867
2015
Q2 		$0 Hold
22
– – ﹤0.01% 1066
2015
Q1 		$0 Hold
22
– – ﹤0.01% 815
2014
Q4 		$0 Hold
22
– – ﹤0.01% 729
2014
Q3 		$0 Sell
22
-7,000
-100% -$168K ﹤0.01% 828
2014
Q2 		$146K Hold
7,022
– – 0.04% 190
2014
Q1 		$140K Hold
7,022
– – 0.05% 179
2013
Q4 		$164K Hold
7,022
– – 0.06% 155
2013
Q3 		$139K Buy
+7,022
New +$145K 0.05% 167

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carroll Financial Associates's AMX Position: Q4 2021 in Review

Carroll Financial Associates held its America Movil (AMX) position steady in Q4 2021 at 599 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Carroll Financial Associates first reported a position in AMX in Q3 2013 and has held it in 34 quarters since. The position peaked at $164K in Q4 2013. 299 funds tracked by Wall St. Rank hold AMX as of Q4 2021.

  • Carroll Financial Associates held 599 shares of America Movil worth $12K as of Q4 2021.
  • Carroll Financial Associates left its America Movil share count unchanged in Q4 2021.
  • America Movil made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1106 holding.
  • Carroll Financial Associates first reported a position in America Movil in Q3 2013 and has held it in 34 quarters since.
  • Carroll Financial Associates's America Movil position peaked at $164K in Q4 2013.
  • 299 funds tracked by Wall St. Rank held America Movil as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.