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Householder Group Estate & Retirement Specialist’s America Movil AMX Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$8K Buy
+600
New +$9.28K 0.01% 379
2023
Q1 		$7K Sell
350
-200
-36% -$4.1K ﹤0.01% 871
2022
Q4 		$10K Hold
550
– – 0.01% 223
2022
Q3 		$9K Buy
+550
New +$10.1K ﹤0.01% 735

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AMX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in America Movil (AMX) in Q4 2024: 600 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in AMX as recently as Q1 2023.

Householder Group Estate & Retirement Specialist first reported a position in AMX in Q3 2022 and has held it in 4 quarters since. The position peaked at $10K in Q4 2022. 274 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 600 shares of America Movil worth $8K as of Q4 2024.
  • America Movil was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • America Movil made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #379 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in America Movil in Q3 2022 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's America Movil position peaked at $10K in Q4 2022.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.