CIC
AMX icon

Chase Investment Counsel’s America Movil AMX Stock Holding History

Chase Investment Counsel’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
-196,452
Closed -$4.25M – 115
2023
Q2 		$4.25M Buy
196,452
+5,783
+3% +$126K 2.14% 10
2023
Q1 		$4.01M Buy
+190,669
New +$3.91M 2.22% 12

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
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

Chase Investment Counsel's AMX Position: Q3 2023 in Review

Chase Investment Counsel sold out of America Movil (AMX) in Q3 2023, closing a stake of 196,452 shares — an estimated $4.25M sold.

Chase Investment Counsel first reported a position in AMX in Q1 2023 and held it in 2 quarters. The position peaked at $4.25M in Q2 2023. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

  • Chase Investment Counsel reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
  • Chase Investment Counsel sold 196,452 America Movil shares in Q3 2023, an estimated $4.25M.
  • Chase Investment Counsel first reported a position in America Movil in Q1 2023 and held it in 2 quarters.
  • Chase Investment Counsel's America Movil position peaked at $4.25M in Q2 2023.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Chase Investment Counsel's 13F filing for Q3 2023, filed 8 Nov 2023.