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EP Wealth Advisors’s America Movil AMX Stock Holding History

EP Wealth Advisors’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
2024
Q4 		– Sell
-10,798
Closed -$177K – 1241
2024
Q3 		$177K Buy
+10,798
New +$183K ﹤0.01% 1074

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EP Wealth Advisors's AMX Position: Q4 2024 in Review

EP Wealth Advisors sold out of America Movil (AMX) in Q4 2024, closing a stake of 10,798 shares — an estimated $177K sold.

EP Wealth Advisors first reported a position in AMX in Q3 2024 and held it in 1 quarter. The position peaked at $177K in Q3 2024. 274 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • EP Wealth Advisors reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 10,798 America Movil shares in Q4 2024, an estimated $177K.
  • EP Wealth Advisors first reported a position in America Movil in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's America Movil position peaked at $177K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.