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GeoWealth Management’s America Movil AMX Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-3,330
Closed -$54.5K – 1799
2024
Q3 		$54.5K Buy
+3,330
New +$56.4K ﹤0.01% 1048

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

GeoWealth Management's AMX Position: Q4 2024 in Review

GeoWealth Management sold out of America Movil (AMX) in Q4 2024, closing a stake of 3,330 shares — an estimated $54.5K sold.

GeoWealth Management first reported a position in AMX in Q3 2024 and held it in 1 quarter. The position peaked at $54.5K in Q3 2024. 274 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • GeoWealth Management reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 3,330 America Movil shares in Q4 2024, an estimated $54.5K.
  • GeoWealth Management first reported a position in America Movil in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's America Movil position peaked at $54.5K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.