Great Diamond Partners’s America Movil AMX Stock Holding History

Great Diamond Partners’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
2023 Q4	–	Sell	-21,976	Closed	-$381K	–	231
2023 Q3	$381K	Buy	21,976 +318	+1%	+$6.22K	0.1%	147
2023 Q2	$469K	Sell	21,658 -37	-0.2%	-$803	0.12%	134
2023 Q1	$457K	Sell	21,695 -2,810	-11%	-$57.6K	0.13%	134
2022 Q4	$446K	Buy	24,505 +2,993	+14%	+$55.3K	0.14%	130
2022 Q3	$354K	Buy	21,512 +2,981	+16%	+$54.6K	0.12%	143
2022 Q2	$378K	Buy	+18,531	New	+$381K	0.13%	140

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

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

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

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

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Great Diamond Partners's AMX Position: Q4 2023 in Review

Great Diamond Partners sold out of America Movil (AMX) in Q4 2023, closing a stake of 21,976 shares — an estimated $381K sold.

Great Diamond Partners first reported a position in AMX in Q2 2022 and held it in 6 quarters. The position peaked at $469K in Q2 2023. 281 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

Great Diamond Partners reported no remaining America Movil position as of Q4 2023 after selling out during the quarter.
Great Diamond Partners sold 21,976 America Movil shares in Q4 2023, an estimated $381K.
Great Diamond Partners first reported a position in America Movil in Q2 2022 and held it in 6 quarters.
Great Diamond Partners's America Movil position peaked at $469K in Q2 2023.
281 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Great Diamond Partners's 13F filing for Q4 2023, filed 7 Feb 2024.