Clifford Swan Investment Counsel’s America Movil AMX Stock Holding History

Clifford Swan 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
2024 Q1	–	Sell	-13,608	Closed	-$252K	–	309
2023 Q4	$252K	Hold	13,608	–	–	0.01%	276
2023 Q3	$236K	Hold	13,608	–	–	0.01%	278
2023 Q2	$294K	Hold	13,608	–	–	0.01%	261
2023 Q1	$286K	Hold	13,608	–	–	0.01%	257
2022 Q4	$248K	Hold	13,608	–	–	0.01%	278
2022 Q3	$224K	Sell	13,608 -16	-0.1%	-$293	0.01%	292
2022 Q2	$278K	Buy	13,624 +16	+0.1%	+$329	0.01%	273
2022 Q1	$288K	Hold	13,608	–	–	0.01%	285
2021 Q4	$287K	Hold	13,608	–	–	0.01%	290
2021 Q3	$240K	Hold	13,608	–	–	0.01%	311
2021 Q2	$229K	Hold	13,608	–	–	0.01%	307
2021 Q1	$185K	Hold	13,608	–	–	0.01%	319
2020 Q4	$198K	Sell	13,608 -1,402	-9%	-$19K	0.01%	311
2020 Q3	$187K	Hold	15,010	–	–	0.01%	303
2020 Q2	$190K	Hold	15,010	–	–	0.01%	293
2020 Q1	$177K	Hold	15,010	–	–	0.01%	281
2019 Q4	$240K	Hold	15,010	–	–	0.01%	290
2019 Q3	$223K	Hold	15,010	–	–	0.01%	285
2019 Q2	$219K	Hold	15,010	–	–	0.01%	296
2019 Q1	$214K	Hold	15,010	–	–	0.01%	290
2018 Q4	$214K	Hold	15,010	–	–	0.01%	282
2018 Q3	$241K	Sell	15,010 -890	-6%	-$15K	0.01%	286
2018 Q2	$265K	Sell	15,900 -310	-2%	-$5.37K	0.01%	268
2018 Q1	$309K	Hold	16,210	–	–	0.02%	252
2017 Q4	$278K	Hold	16,210	–	–	0.02%	261
2017 Q3	$288K	Hold	16,210	–	–	0.02%	258
2017 Q2	$258K	Hold	16,210	–	–	0.02%	270
2017 Q1	$230K	Hold	16,210	–	–	0.01%	270
2016 Q4	$204K	Hold	16,210	–	–	0.01%	264
2016 Q3	$185K	Hold	16,210	–	–	0.01%	271
2016 Q2	$199K	Sell	16,210 -300	-2%	-$4.02K	0.01%	251
2016 Q1	$256K	Hold	16,510	–	–	0.02%	235
2015 Q4	$232K	Hold	16,510	–	–	0.02%	244
2015 Q3	$273K	Hold	16,510	–	–	0.02%	227
2015 Q2	$352K	Hold	16,510	–	–	0.02%	210
2015 Q1	$338K	Hold	16,510	–	–	0.02%	211
2014 Q4	$366K	Hold	16,510	–	–	0.02%	201
2014 Q3	$416K	Hold	16,510	–	–	0.03%	193
2014 Q2	$343K	Hold	16,510	–	–	0.02%	205
2014 Q1	$328K	Hold	16,510	–	–	0.02%	206
2013 Q4	$386K	Hold	16,510	–	–	0.03%	183
2013 Q3	$327K	Sell	16,510 -2,000	-11%	-$41.2K	0.03%	187
2013 Q2	$403K	Buy	+18,510	New	+$379K	0.03%	172

Other funds holding AMX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Clifford Swan Investment Counsel's AMX Position: Q1 2024 in Review

Clifford Swan Investment Counsel sold out of America Movil (AMX) in Q1 2024, closing a stake of 13,608 shares — an estimated $252K sold.

Clifford Swan Investment Counsel first reported a position in AMX in Q2 2013 and held it in 43 quarters. The position peaked at $416K in Q3 2014. 293 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

Clifford Swan Investment Counsel reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
Clifford Swan Investment Counsel sold 13,608 America Movil shares in Q1 2024, an estimated $252K.
Clifford Swan Investment Counsel first reported a position in America Movil in Q2 2013 and held it in 43 quarters.
Clifford Swan Investment Counsel's America Movil position peaked at $416K in Q3 2014.
293 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2024, filed 17 Apr 2024.