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Destination Wealth Management’s America Movil AMX Stock Holding History

Destination 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
2018
Q2 		– Sell
-232
Closed -$4K – 512
2018
Q1 		$4K Buy
+232
New +$4.29K ﹤0.01% 463

Other funds holding AMX

Lazard Asset Management
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Destination Wealth Management's AMX Position: Q2 2018 in Review

Destination Wealth Management sold out of America Movil (AMX) in Q2 2018, closing a stake of 232 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in AMX in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 281 funds tracked by Wall St. Rank hold AMX as of Q2 2018.

  • Destination Wealth Management reported no remaining America Movil position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 232 America Movil shares in Q2 2018, an estimated $4K.
  • Destination Wealth Management first reported a position in America Movil in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's America Movil position peaked at $4K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held America Movil as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.