Freestone Capital Holdings’s America Movil AMX Stock Holding History

Freestone Capital Holdings’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
2022 Q2	–	Sell	-13,912	Closed	-$294K	–	433
2022 Q1	$294K	Buy	+13,912	New	+$269K	0.01%	472
2021 Q1	–	Sell	-6,721	Closed	-$97.7K	–	423
2020 Q4	$97.7K	Sell	6,721 -1,929	-22%	-$26.2K	0.01%	438
2020 Q3	$108K	Buy	+8,650	New	+$110K	0.01%	395
2017 Q1	–	Sell	-171,613	Closed	-$2.16M	–	349
2016 Q4	$2.16M	Sell	171,613 -9,291	-5%	-$113K	0.19%	128
2016 Q3	$2.07M	Buy	180,904 +21,271	+13%	+$254K	0.19%	124
2016 Q2	$1.96M	Buy	159,633 +38,710	+32%	+$518K	0.19%	118
2016 Q1	$1.88M	Buy	120,923 +19,193	+19%	+$265K	0.2%	93
2015 Q4	$1.43M	Buy	+101,730	New	+$1.66M	0.15%	105

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Freestone Capital Holdings's AMX Position: Q2 2022 in Review

Freestone Capital Holdings sold out of America Movil (AMX) in Q2 2022, closing a stake of 13,912 shares — an estimated $294K sold.

Freestone Capital Holdings first reported a position in AMX in Q4 2015 and held it in 8 quarters. The position peaked at $2.16M in Q4 2016. 303 funds tracked by Wall St. Rank hold AMX as of Q2 2022.

Freestone Capital Holdings reported no remaining America Movil position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 13,912 America Movil shares in Q2 2022, an estimated $294K.
Freestone Capital Holdings first reported a position in America Movil in Q4 2015 and held it in 8 quarters.
Freestone Capital Holdings's America Movil position peaked at $2.16M in Q4 2016.
303 funds tracked by Wall St. Rank held America Movil as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.