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Glassman Wealth Services’s America Movil AMX Stock Holding History

Glassman Wealth Services’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
-3,887
Closed -$72K – 292
2023
Q4 		$72K Buy
3,887
+170
+5% +$2.99K 0.01% 364
2023
Q3 		$64.4K Buy
3,717
+66
+2% +$1.29K 0.01% 362
2023
Q2 		$79K Buy
3,651
+29
+0.8% +$630 0.01% 310
2023
Q1 		$76.2K Sell
3,622
-40
-1% -$820 0.01% 308
2022
Q4 		$66.6K Sell
3,662
-115
-3% -$2.12K 0.01% 352
2022
Q3 		$62K Buy
3,777
+35
+0.9% +$641 0.01% 339
2022
Q2 		$76K Hold
3,742
– – 0.02% 307
2022
Q1 		$79K Hold
3,742
– – 0.01% 300
2021
Q4 		$79K Buy
3,742
+120
+3% +$2.21K 0.01% 283
2021
Q3 		$64K Hold
3,622
– – 0.01% 310
2021
Q2 		$54K Hold
3,622
– – 0.01% 332
2021
Q1 		$49K Hold
3,622
– – 0.01% 327
2020
Q4 		$53K Hold
3,622
– – 0.01% 326
2020
Q3 		$45K Hold
3,622
– – 0.01% 311
2020
Q2 		$46K Hold
3,622
– – 0.01% 257
2020
Q1 		$43K Hold
3,622
– – 0.02% 246
2019
Q4 		$58K Hold
3,622
– – 0.02% 238
2019
Q3 		$54K Hold
3,622
– – 0.02% 223
2019
Q2 		$53K Sell
3,622
-3,650
-50% -$54K 0.02% 230
2019
Q1 		$104K Buy
7,272
+6,072
+506% +$91.6K 0.05% 159
2018
Q4 		$17K Hold
1,200
– – 0.01% 312
2018
Q3 		$19K Hold
1,200
– – 0.01% 331
2018
Q2 		$20K Hold
1,200
– – 0.01% 295
2018
Q1 		$23K Hold
1,200
– – 0.01% 265
2017
Q4 		$21K Hold
1,200
– – 0.01% 243
2017
Q3 		$21K Hold
1,200
– – 0.01% 224
2017
Q2 		$19K Buy
+1,200
New +$18.6K 0.01% 238

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

Glassman Wealth Services's AMX Position: Q1 2024 in Review

Glassman Wealth Services sold out of America Movil (AMX) in Q1 2024, closing a stake of 3,887 shares — an estimated $72K sold.

Glassman Wealth Services first reported a position in AMX in Q2 2017 and held it in 27 quarters. The position peaked at $104K in Q1 2019. 293 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

  • Glassman Wealth Services reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 3,887 America Movil shares in Q1 2024, an estimated $72K.
  • Glassman Wealth Services first reported a position in America Movil in Q2 2017 and held it in 27 quarters.
  • Glassman Wealth Services's America Movil position peaked at $104K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.