Harel Insurance Investments & Financial Services’s America Movil AMX Stock Holding History

Harel Insurance Investments & Financial 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
2023 Q3	–	Sell	-999	Closed	-$22K	–	652
2023 Q2	$22K	Buy	+999	New	+$21.7K	﹤0.01%	565
2022 Q1	–	Sell	-6,000	Closed	-$127K	–	700
2021 Q4	$127K	Buy	+6,000	New	+$110K	﹤0.01%	473
2021 Q1	–	Sell	-2,500	Closed	-$118K	–	734
2020 Q4	$118K	Hold	2,500	–	–	﹤0.01%	539
2020 Q3	$31K	Buy	+2,500	New	+$31.7K	﹤0.01%	504
2019 Q4	–	Sell	-2,000	Closed	-$30K	–	468
2019 Q3	$30K	Hold	2,000	–	–	﹤0.01%	356
2019 Q2	$29K	Hold	2,000	–	–	﹤0.01%	361
2019 Q1	$29K	Sell	2,000 -2,000	-50%	-$30.2K	﹤0.01%	323
2018 Q4	$57K	Sell	4,000 -1,000	-20%	-$14.4K	﹤0.01%	285
2018 Q3	$80K	Buy	+5,000	New	+$84.4K	﹤0.01%	292
2017 Q4	–	Sell	-2,525	Closed	-$45K	–	463
2017 Q3	$45K	Buy	2,525 +25	+1%	+$448	﹤0.01%	293
2017 Q2	$40K	Hold	2,500	–	–	﹤0.01%	303
2017 Q1	$37K	Buy	+2,500	New	+$32.6K	﹤0.01%	280
2016 Q3	–	Sell	-9,310	Closed	-$114K	–	475
2016 Q2	$114K	Hold	9,310	–	–	0.01%	222
2016 Q1	$145K	Buy	9,310 +873	+10%	+$12.1K	0.02%	132
2015 Q4	$119K	Buy	+8,437	New	+$138K	0.01%	135

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

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

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

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

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AMX Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of America Movil (AMX) in Q3 2023, closing a stake of 999 shares — an estimated $22K sold.

Harel Insurance Investments & Financial Services first reported a position in AMX in Q4 2015 and held it in 15 quarters. The position peaked at $145K in Q1 2016. 273 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 999 America Movil shares in Q3 2023, an estimated $22K.
Harel Insurance Investments & Financial Services first reported a position in America Movil in Q4 2015 and held it in 15 quarters.
Harel Insurance Investments & Financial Services's America Movil position peaked at $145K in Q1 2016.
273 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.