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Cary Street Partners Investment Advisory’s America Movil AMX Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-1,200
Closed -$20.8K – 684
2023
Q3 		$20.8K Sell
1,200
-163
-12% -$3.19K ﹤0.01% 1105
2023
Q2 		$29.5K Hold
1,363
– – ﹤0.01% 946
2023
Q1 		$28.7K Sell
1,363
-34
-2% -$697 ﹤0.01% 878
2022
Q4 		$25.4K Buy
+1,397
New +$25.8K ﹤0.01% 911

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $60.8B AUM 22.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Cary Street Partners Investment Advisory's AMX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of America Movil (AMX) in Q4 2023, closing a stake of 1,200 shares — an estimated $20.8K sold.

Cary Street Partners Investment Advisory first reported a position in AMX in Q4 2022 and held it in 4 quarters. The position peaked at $29.5K in Q2 2023. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining America Movil position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,200 America Movil shares in Q4 2023, an estimated $20.8K.
  • Cary Street Partners Investment Advisory first reported a position in America Movil in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's America Movil position peaked at $29.5K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.