Concord Wealth Partners’s America Movil AMX Stock Holding History

Concord Wealth 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
2025 Q1	–	Sell	-27	Closed	-$386	–	824
2024 Q4	$386	Hold	27	–	–	﹤0.01%	875
2024 Q3	$442	Sell	27 -116	-81%	-$1.96K	﹤0.01%	905
2024 Q2	$2.43K	Buy	+143	New	+$2.63K	﹤0.01%	653

Other funds holding AMX

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

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

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

CII

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

Concord Wealth Partners's AMX Position: Q1 2025 in Review

Concord Wealth Partners sold out of America Movil (AMX) in Q1 2025, closing a stake of 27 shares — an estimated $386 sold.

Concord Wealth Partners first reported a position in AMX in Q2 2024 and held it in 3 quarters. The position peaked at $2.43K in Q2 2024. 266 funds tracked by Wall St. Rank hold AMX as of Q1 2025.

Concord Wealth Partners reported no remaining America Movil position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 27 America Movil shares in Q1 2025, an estimated $386.
Concord Wealth Partners first reported a position in America Movil in Q2 2024 and held it in 3 quarters.
Concord Wealth Partners's America Movil position peaked at $2.43K in Q2 2024.
266 funds tracked by Wall St. Rank held America Movil as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.