IWP
AMX icon

Icon Wealth Partners’s America Movil AMX Stock Holding History

Icon Wealth 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
2019
Q2 		– Sell
-6,242
Closed -$89K – 198
2019
Q1 		$89K Buy
+6,242
New +$94.2K 0.03% 244
2018
Q4 		– Sell
-6,531
Closed -$105K – 220
2018
Q3 		$105K Sell
6,531
-398
-6% -$6.71K 0.04% 264
2018
Q2 		$115K Buy
6,929
+229
+3% +$3.96K 0.05% 218
2018
Q1 		$128K Buy
6,700
+598
+10% +$11.1K 0.07% 222
2017
Q4 		$105K Buy
+6,102
New +$106K 0.05% 266

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Partners's AMX Position: Q2 2019 in Review

Icon Wealth Partners sold out of America Movil (AMX) in Q2 2019, closing a stake of 6,242 shares — an estimated $89K sold.

Icon Wealth Partners first reported a position in AMX in Q4 2017 and held it in 5 quarters. The position peaked at $128K in Q1 2018. 258 funds tracked by Wall St. Rank hold AMX as of Q2 2019.

  • Icon Wealth Partners reported no remaining America Movil position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 6,242 America Movil shares in Q2 2019, an estimated $89K.
  • Icon Wealth Partners first reported a position in America Movil in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's America Movil position peaked at $128K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held America Movil as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.