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Cypress Point Wealth Management’s America Movil AMX Stock Holding History

Cypress Point Wealth 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
2021
Q4 		– Sell
-698
Closed -$12K – 38
2021
Q3 		$12K Buy
698
+9
+1% +$155 0.01% 107
2021
Q2 		$10K Hold
689
– – 0.01% 135
2021
Q1 		$9K Hold
689
– – 0.01% 82
2020
Q4 		$10K Buy
+689
New +$9.35K 0.02% 155

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Point Wealth Management's AMX Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of America Movil (AMX) in Q4 2021, closing a stake of 698 shares — an estimated $12K sold.

Cypress Point Wealth Management first reported a position in AMX in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 299 funds tracked by Wall St. Rank hold AMX as of Q4 2021.

  • Cypress Point Wealth Management reported no remaining America Movil position as of Q4 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 698 America Movil shares in Q4 2021, an estimated $12K.
  • Cypress Point Wealth Management first reported a position in America Movil in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's America Movil position peaked at $12K in Q3 2021.
  • 299 funds tracked by Wall St. Rank held America Movil as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.