Harbor Investment Advisory’s America Movil AMX Stock Holding History

Harbor Investment Advisory’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	-635	Closed	-$11.8K	–	1333
2023 Q4	$11.8K	Hold	635	–	–	﹤0.01%	812
2023 Q3	$11K	Hold	635	–	–	﹤0.01%	802
2023 Q2	$13.7K	Buy	+635	New	+$13.8K	﹤0.01%	970
2022 Q1	–	Sell	-1,618	Closed	-$34K	–	1332
2021 Q4	$34K	Hold	1,618	–	–	﹤0.01%	834
2021 Q3	$29K	Hold	1,618	–	–	﹤0.01%	877
2021 Q2	$24K	Hold	1,618	–	–	﹤0.01%	873
2021 Q1	$22K	Hold	1,618	–	–	﹤0.01%	862
2020 Q4	$24K	Hold	1,618	–	–	﹤0.01%	788
2020 Q3	$20K	Hold	1,618	–	–	﹤0.01%	733
2020 Q2	$21K	Buy	+1,618	New	+$20.2K	﹤0.01%	614
2020 Q1	–	Sell	-5	Closed	–	–	1022
2019 Q4	$0	Buy	+5	New	+$78	﹤0.01%	851

Other funds holding AMX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harbor Investment Advisory's AMX Position: Q1 2024 in Review

Harbor Investment Advisory sold out of America Movil (AMX) in Q1 2024, closing a stake of 635 shares — an estimated $11.8K sold.

Harbor Investment Advisory first reported a position in AMX in Q4 2019 and held it in 11 quarters. The position peaked at $34K in Q4 2021. 293 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

Harbor Investment Advisory reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
Harbor Investment Advisory sold 635 America Movil shares in Q1 2024, an estimated $11.8K.
Harbor Investment Advisory first reported a position in America Movil in Q4 2019 and held it in 11 quarters.
Harbor Investment Advisory's America Movil position peaked at $34K in Q4 2021.
293 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.