CWM
AMX icon

Castle Wealth Management’s America Movil AMX Stock Holding History

Castle Wealth Management’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
-413
Closed -$7K – 130
2022
Q3 		$7K Buy
413
+10
+2% +$183 ﹤0.01% 458
2022
Q2 		$8K Buy
+403
New +$8.29K ﹤0.01% 427

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 $2.68B AUM 76.4% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
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

Castle Wealth Management's AMX Position: Q4 2022 in Review

Castle Wealth Management sold out of America Movil (AMX) in Q4 2022, closing a stake of 413 shares — an estimated $7K sold.

Castle Wealth Management first reported a position in AMX in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 279 funds tracked by Wall St. Rank hold AMX as of Q4 2022.

  • Castle Wealth Management reported no remaining America Movil position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 413 America Movil shares in Q4 2022, an estimated $7K.
  • Castle Wealth Management first reported a position in America Movil in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's America Movil position peaked at $8K in Q2 2022.
  • 279 funds tracked by Wall St. Rank held America Movil as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.