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Holistic Financial Partners’s America Movil AMX Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-3,588
Closed -$68K – 51
2018
Q1 		$68K Hold
3,588
– – 0.06% 153
2017
Q4 		$62K Buy
+3,588
New +$62.6K 0.05% 167

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Fisher Asset Management
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Schroder Investment Management Group
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Morgan Stanley
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GAM
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T. Rowe Price Associates
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Wells Fargo
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Holistic Financial Partners's AMX Position: Q2 2018 in Review

Holistic Financial Partners sold out of America Movil (AMX) in Q2 2018, closing a stake of 3,588 shares — an estimated $68K sold.

Holistic Financial Partners first reported a position in AMX in Q4 2017 and held it in 2 quarters. The position peaked at $68K in Q1 2018. 281 funds tracked by Wall St. Rank hold AMX as of Q2 2018.

  • Holistic Financial Partners reported no remaining America Movil position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 3,588 America Movil shares in Q2 2018, an estimated $68K.
  • Holistic Financial Partners first reported a position in America Movil in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's America Movil position peaked at $68K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held America Movil as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.