Cresset Asset Management’s America Movil AMX Stock Holding History

Cresset Asset Management’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	-11,154	Closed	-$241K	–	1809
2023 Q2	$241K	Buy	+11,154	New	+$242K	﹤0.01%	1634
2020 Q1	–	Sell	-10,629	Closed	-$170K	–	597
2019 Q4	$170K	Buy	+10,629	New	+$166K	﹤0.01%	577
2019 Q2	–	Sell	-1,206	Closed	-$17K	–	536
2019 Q1	$17K	Buy	1,206 +817	+210%	+$12.3K	﹤0.01%	1058
2018 Q4	$6K	Buy	+389	New	+$5.59K	﹤0.01%	956

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Cresset Asset Management's AMX Position: Q3 2023 in Review

Cresset Asset Management sold out of America Movil (AMX) in Q3 2023, closing a stake of 11,154 shares — an estimated $241K sold.

Cresset Asset Management first reported a position in AMX in Q4 2018 and held it in 4 quarters. The position peaked at $241K in Q2 2023. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

Cresset Asset Management reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
Cresset Asset Management sold 11,154 America Movil shares in Q3 2023, an estimated $241K.
Cresset Asset Management first reported a position in America Movil in Q4 2018 and held it in 4 quarters.
Cresset Asset Management's America Movil position peaked at $241K in Q2 2023.
274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.