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Clearstead Advisors’s America Movil AMX Stock Holding History

Clearstead Advisors’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
2026
Q1 		$114K Hold
4,485
– – ﹤0.01% 1112
2025
Q4 		$92.7K Hold
4,485
– – ﹤0.01% 1147
2025
Q3 		$94.2K Hold
4,485
– – ﹤0.01% 1072
2025
Q2 		$80.5K Hold
4,485
– – ﹤0.01% 1131
2025
Q1 		$63.8K Hold
4,485
– – ﹤0.01% 1108
2024
Q4 		$64.2K Sell
4,485
-1,101
-20% -$17K ﹤0.01% 1109
2024
Q3 		$91.4K Buy
5,586
+4,248
+317% +$71.9K ﹤0.01% 1049
2024
Q2 		$22.7K Buy
1,338
+1,101
+465% +$20.3K ﹤0.01% 1340
2024
Q1 		$4.71K Hold
237
– – ﹤0.01% 1187
2023
Q4 		$4.39K Buy
237
+125
+112% +$2.2K ﹤0.01% 1181
2023
Q3 		$1.94K Buy
+112
New +$2.19K ﹤0.01% 1407
2021
Q3 		– Sell
-328
Closed -$5K – 1286
2021
Q2 		$5K Sell
328
-526
-62% -$7.82K ﹤0.01% 874
2021
Q1 		$12K Hold
854
– – ﹤0.01% 752
2020
Q4 		$12K Hold
854
– – ﹤0.01% 689
2020
Q3 		$11K Hold
854
– – ﹤0.01% 649
2020
Q2 		$11K Hold
854
– – ﹤0.01% 588
2020
Q1 		$10K Buy
+854
New +$13.3K ﹤0.01% 573

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return