Henshaw Capital’s America Movil AMX Stock Holding History

Henshaw Capital’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 Q3	–	Sell	-15,019	Closed	-$255K	–	303
2024 Q2	$255K	Hold	15,019	–	–	0.01%	261
2024 Q1	$280K	Hold	15,019	–	–	0.01%	255
2023 Q4	$278K	Hold	15,019	–	–	0.01%	251
2023 Q3	$260K	Hold	15,019	–	–	0.02%	244
2023 Q2	$325K	Hold	15,019	–	–	0.02%	168
2023 Q1	$316K	Hold	15,019	–	–	0.02%	171
2022 Q4	$273K	Hold	15,019	–	–	0.02%	188
2022 Q3	$247K	Hold	15,019	–	–	0.02%	239
2022 Q2	$307K	Sell	15,019 -4,114	-22%	-$84.6K	0.02%	212
2022 Q1	$405K	Hold	19,133	–	–	0.02%	191
2021 Q4	$404K	Buy	+19,133	New	+$352K	0.02%	204
2021 Q1	–	Sell	-12,843	Closed	-$187K	–	349
2020 Q4	$187K	Hold	12,843	–	–	0.01%	333
2020 Q3	$160K	Hold	12,843	–	–	0.01%	303
2020 Q2	$163K	Buy	+12,843	New	+$160K	0.01%	302
2018 Q4	–	Sell	-10,046	Closed	-$161K	–	275
2018 Q3	$161K	Hold	10,046	–	–	0.01%	297
2018 Q2	$167K	Buy	+10,046	New	+$174K	0.02%	300
2016 Q3	–	Sell	-21,384	Closed	-$262K	–	270
2016 Q2	$262K	Hold	21,384	–	–	0.03%	216
2016 Q1	$332K	Buy	+21,384	New	+$295K	0.04%	168

Other funds holding AMX

Capital International Investors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 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

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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