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Executive Wealth Management’s America Movil AMX Stock Holding History

Executive 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
2019
Q3 		– Sell
-3,600
Closed -$52K – 166
2019
Q2 		$52K Hold
3,600
– – 0.01% 287
2019
Q1 		$51K Buy
+3,600
New +$54.3K 0.01% 267

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Executive Wealth Management's AMX Position: Q3 2019 in Review

Executive Wealth Management sold out of America Movil (AMX) in Q3 2019, closing a stake of 3,600 shares — an estimated $52K sold.

Executive Wealth Management first reported a position in AMX in Q1 2019 and held it in 2 quarters. The position peaked at $52K in Q2 2019. 249 funds tracked by Wall St. Rank hold AMX as of Q3 2019.

  • Executive Wealth Management reported no remaining America Movil position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3,600 America Movil shares in Q3 2019, an estimated $52K.
  • Executive Wealth Management first reported a position in America Movil in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's America Movil position peaked at $52K in Q2 2019.
  • 249 funds tracked by Wall St. Rank held America Movil as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.