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First Trust Direct Indexing’s America Movil AMX Stock Holding History

First Trust Direct Indexing’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
Q1 		– Sell
-17,496
Closed -$324K – 810
2023
Q4 		$324K Sell
17,496
-6,114
-26% -$107K 0.03% 566
2023
Q3 		$409K Sell
23,610
-2,545
-10% -$49.8K 0.05% 447
2023
Q2 		$566K Sell
26,155
-34
-0.1% -$738 0.06% 371
2023
Q1 		$551K Buy
26,189
+9,036
+53% +$185K 0.07% 372
2022
Q4 		$312K Buy
17,153
+2,072
+14% +$38.3K 0.04% 500
2022
Q3 		$248K Sell
15,081
-15,359
-50% -$281K 0.04% 518
2022
Q2 		$622K Sell
30,440
-2,027
-6% -$41.7K 0.09% 297
2022
Q1 		$687K Buy
32,467
+3,067
+10% +$59.2K 0.08% 300
2021
Q4 		$621K Sell
29,400
-1,575
-5% -$29K 0.08% 300
2021
Q3 		$547K Sell
30,975
-10,227
-25% -$176K 0.08% 320
2021
Q2 		$618K Buy
+41,202
New +$613K 0.09% 280

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
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
Lazard Asset Management New York $66.1B AUM 33.53% 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 $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

First Trust Direct Indexing's AMX Position: Q1 2024 in Review

First Trust Direct Indexing sold out of America Movil (AMX) in Q1 2024, closing a stake of 17,496 shares — an estimated $324K sold.

First Trust Direct Indexing first reported a position in AMX in Q2 2021 and held it in 11 quarters. The position peaked at $687K in Q1 2022. 293 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

  • First Trust Direct Indexing reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 17,496 America Movil shares in Q1 2024, an estimated $324K.
  • First Trust Direct Indexing first reported a position in America Movil in Q2 2021 and held it in 11 quarters.
  • First Trust Direct Indexing's America Movil position peaked at $687K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.