Cedar Brook Financial Partners’s America Movil AMX Stock Holding History

Cedar Brook Financial Partners’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 Q3	–	Sell	-9,553	Closed	-$207K	–	383
2023 Q2	$207K	Sell	9,553 -29	-0.3%	-$630	0.05%	378
2023 Q1	$202K	Buy	+9,582	New	+$196K	0.05%	368
2022 Q3	–	Sell	-10,034	Closed	-$205K	–	351
2022 Q2	$205K	Buy	10,034 +222	+2%	+$4.57K	0.06%	320
2022 Q1	$208K	Sell	9,812 -2,428	-20%	-$46.9K	0.05%	357
2021 Q4	$258K	Buy	12,240 +8	+0.1%	+$147	0.07%	310
2021 Q3	$216K	Sell	12,232 -21	-0.2%	-$362	0.06%	314
2021 Q2	$184K	Buy	+12,253	New	+$182K	0.05%	359

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGPCS

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

Cedar Brook Financial Partners's AMX Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of America Movil (AMX) in Q3 2023, closing a stake of 9,553 shares — an estimated $207K sold.

Cedar Brook Financial Partners first reported a position in AMX in Q2 2021 and held it in 7 quarters. The position peaked at $258K in Q4 2021. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

Cedar Brook Financial Partners reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,553 America Movil shares in Q3 2023, an estimated $207K.
Cedar Brook Financial Partners first reported a position in America Movil in Q2 2021 and held it in 7 quarters.
Cedar Brook Financial Partners's America Movil position peaked at $258K in Q4 2021.
274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.