LWA
AMX icon

Lenox Wealth Advisors’s America Movil AMX Stock Holding History

Lenox 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
2021
Q2 		– Sell
-109
Closed -$1K – 697
2021
Q1 		$1K Sell
109
-109
-50% -$1.5K ﹤0.01% 639
2020
Q4 		$3K Buy
+218
New +$2.96K ﹤0.01% 546

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CBT
Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return

Lenox Wealth Advisors's AMX Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of America Movil (AMX) in Q2 2021, closing a stake of 109 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in AMX in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 266 funds tracked by Wall St. Rank hold AMX as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining America Movil position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 109 America Movil shares in Q2 2021, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in America Movil in Q4 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's America Movil position peaked at $3K in Q4 2020.
  • 266 funds tracked by Wall St. Rank held America Movil as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.