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Liberty Wealth Management’s America Movil AMX Stock Holding History

Liberty 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
Q4 		– Sell
-991
Closed -$12K – 935
2020
Q3 		$12K Buy
991
+13
+1% +$165 0.01% 482
2020
Q2 		$12K Hold
978
– – 0.01% 456
2020
Q1 		$11K Buy
978
+1
+0.1% +$16 0.01% 444
2019
Q4 		$15K Sell
977
-589
-38% -$9.21K 0.01% 454
2019
Q3 		$23K Buy
1,566
+12
+0.8% +$172 0.02% 376
2019
Q2 		$23K Hold
1,554
– – 0.02% 390
2019
Q1 		$22K Hold
1,554
– – 0.02% 333
2018
Q4 		$22K Buy
+1,554
New +$22.3K 0.02% 309

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Liberty Wealth Management's AMX Position: Q4 2020 in Review

Liberty Wealth Management sold out of America Movil (AMX) in Q4 2020, closing a stake of 991 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in AMX in Q4 2018 and held it in 8 quarters. The position peaked at $23K in Q3 2019. 288 funds tracked by Wall St. Rank hold AMX as of Q4 2020.

  • Liberty Wealth Management reported no remaining America Movil position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 991 America Movil shares in Q4 2020, an estimated $12K.
  • Liberty Wealth Management first reported a position in America Movil in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's America Movil position peaked at $23K in Q3 2019.
  • 288 funds tracked by Wall St. Rank held America Movil as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.