CCG Wealth Management’s America Movil AMX Stock Holding History

CCG 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
2023 Q1	–	Sell	-16,170	Closed	-$294K	–	67
2022 Q4	$294K	Sell	16,170 -368	-2%	-$6.8K	0.16%	67
2022 Q3	$272K	Buy	16,538 +4,242	+34%	+$77.7K	0.17%	68
2022 Q2	$251K	Hold	12,296	–	–	0.14%	82
2022 Q1	$260K	Sell	12,296 -107	-0.9%	-$2.07K	0.13%	98
2021 Q4	$262K	Hold	12,403	–	–	0.14%	69
2021 Q3	$219K	Hold	12,403	–	–	0.13%	95
2021 Q2	$186K	Sell	12,403 -979	-7%	-$14.6K	0.14%	85
2021 Q1	$182K	Hold	13,382	–	–	0.18%	75
2020 Q4	$195K	Buy	+13,382	New	+$182K	0.21%	79

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

CCG Wealth Management's AMX Position: Q1 2023 in Review

CCG Wealth Management sold out of America Movil (AMX) in Q1 2023, closing a stake of 16,170 shares — an estimated $294K sold.

CCG Wealth Management first reported a position in AMX in Q4 2020 and held it in 9 quarters. The position peaked at $294K in Q4 2022. 274 funds tracked by Wall St. Rank hold AMX as of Q1 2023.

CCG Wealth Management reported no remaining America Movil position as of Q1 2023 after selling out during the quarter.
CCG Wealth Management sold 16,170 America Movil shares in Q1 2023, an estimated $294K.
CCG Wealth Management first reported a position in America Movil in Q4 2020 and held it in 9 quarters.
CCG Wealth Management's America Movil position peaked at $294K in Q4 2022.
274 funds tracked by Wall St. Rank held America Movil as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.