Intercontinental Wealth Advisors’s America Movil AMX Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$839K	Hold	38,761	–	–	0.2%	115
2023 Q1	$816K	Sell	38,761 -376	-1%	-$7.71K	0.21%	116
2022 Q4	$712K	Sell	39,137 -31,185	-44%	-$576K	0.21%	110
2022 Q3	$1.16M	Sell	70,322 -2,153	-3%	-$39.4K	0.36%	61
2022 Q2	$1.48M	Sell	72,475 -339	-0.5%	-$6.97K	0.4%	44
2022 Q1	$1.54M	Buy	72,814 +22	+0%	+$425	0.35%	53
2021 Q4	$1.54M	Buy	72,792 +38,334	+111%	+$705K	0.32%	54
2021 Q3	$609K	Hold	34,458	–	–	0.14%	143
2021 Q2	$517K	Hold	34,458	–	–	0.1%	175
2021 Q1	$468K	Hold	34,458	–	–	0.1%	166
2020 Q4	$501K	Hold	34,458	–	–	0.12%	147
2020 Q3	$430K	Buy	34,458 +506	+1%	+$6.42K	0.13%	125
2020 Q2	$431K	Buy	+33,952	New	+$424K	0.14%	112

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

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

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

CGPCS

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

Intercontinental Wealth Advisors's AMX Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its America Movil (AMX) position steady in Q2 2023 at 38,761 shares worth $839K. The position accounts for 0.2% of the portfolio, ranked #115.

Intercontinental Wealth Advisors first reported a position in AMX in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.54M in Q1 2022. 283 funds tracked by Wall St. Rank hold AMX as of Q2 2023.

Intercontinental Wealth Advisors held 38,761 shares of America Movil worth $839K as of Q2 2023.
Intercontinental Wealth Advisors left its America Movil share count unchanged in Q2 2023.
America Movil made up 0.2% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #115 holding.
Intercontinental Wealth Advisors first reported a position in America Movil in Q2 2020 and has held it in 13 quarters since.
Intercontinental Wealth Advisors's America Movil position peaked at $1.54M in Q1 2022.
283 funds tracked by Wall St. Rank held America Movil as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.