Lenox Wealth Management’s America Movil AMX Stock Holding History

Lenox Wealth Management’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
2020 Q2	$2K	Buy	+179	New	+$2.24K	﹤0.01%	630
2018 Q4	–	Sell	-1,760	Closed	-$28K	–	635
2018 Q3	$28K	Sell	1,760 -73,507	-98%	-$1.24M	0.01%	276
2018 Q2	$1.25M	Buy	75,267 +5,931	+9%	+$103K	0.4%	54
2018 Q1	$1.32M	Sell	69,336 -829	-1%	-$15.3K	0.43%	55
2017 Q4	$1.2M	Buy	70,165 +15,281	+28%	+$267K	0.37%	53
2017 Q3	$974K	Buy	54,884 +15,520	+39%	+$278K	0.33%	53
2017 Q2	$633K	Buy	+39,364	New	+$610K	0.26%	72

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Lenox Wealth Management's AMX Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in America Movil (AMX) in Q2 2020: 179 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in AMX as recently as Q3 2018.

Lenox Wealth Management first reported a position in AMX in Q2 2017 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2018. 276 funds tracked by Wall St. Rank hold AMX as of Q2 2020.

Lenox Wealth Management held 179 shares of America Movil worth $2K as of Q2 2020.
America Movil was a new Lenox Wealth Management position in Q2 2020.
America Movil made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #630 holding.
Lenox Wealth Management first reported a position in America Movil in Q2 2017 and has held it in 7 quarters since.
Lenox Wealth Management's America Movil position peaked at $1.32M in Q1 2018.
276 funds tracked by Wall St. Rank held America Movil as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.