Colony Group’s America Movil AMX Stock Holding History

Colony Group’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	-10,189	Closed	-$185K	–	788
2022 Q4	$185K	Hold	10,189	–	–	﹤0.01%	799
2022 Q3	$168K	Hold	10,189	–	–	﹤0.01%	745
2022 Q2	$208K	Hold	10,189	–	–	﹤0.01%	776
2022 Q1	$215K	Sell	10,189 -75	-0.7%	-$1.45K	﹤0.01%	798
2021 Q4	$217K	Sell	10,264 -10,960	-52%	-$202K	﹤0.01%	755
2021 Q3	$375K	Buy	21,224 +4,603	+28%	+$79.4K	0.01%	633
2021 Q2	$249K	Buy	16,621 +1,397	+9%	+$20.8K	﹤0.01%	693
2021 Q1	$207K	Buy	+15,224	New	+$209K	﹤0.01%	724
2015 Q4	–	Sell	-500	Closed	-$8K	–	771
2015 Q3	$8K	Buy	+500	New	+$9.38K	﹤0.01%	631

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Colony Group's AMX Position: Q1 2023 in Review

Colony Group sold out of America Movil (AMX) in Q1 2023, closing a stake of 10,189 shares — an estimated $185K sold.

Colony Group first reported a position in AMX in Q3 2015 and held it in 9 quarters. The position peaked at $375K in Q3 2021. 273 funds tracked by Wall St. Rank hold AMX as of Q1 2023.

Colony Group reported no remaining America Movil position as of Q1 2023 after selling out during the quarter.
Colony Group sold 10,189 America Movil shares in Q1 2023, an estimated $185K.
Colony Group first reported a position in America Movil in Q3 2015 and held it in 9 quarters.
Colony Group's America Movil position peaked at $375K in Q3 2021.
273 funds tracked by Wall St. Rank held America Movil as of Q1 2023.

Based on Colony Group's 13F filing for Q1 2023, filed 16 May 2023.