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Lifestyle Asset Management’s America Movil AMX Stock Holding History

Lifestyle Asset 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
2023
Q2 		– Sell
-53,659
Closed -$1.13M – 89
2023
Q1 		$1.13M Buy
+53,659
New +$1.1M 0.76% 23

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
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

Lifestyle Asset Management's AMX Position: Q2 2023 in Review

Lifestyle Asset Management sold out of America Movil (AMX) in Q2 2023, closing a stake of 53,659 shares — an estimated $1.13M sold.

Lifestyle Asset Management first reported a position in AMX in Q1 2023 and held it in 1 quarter. The position peaked at $1.13M in Q1 2023. 283 funds tracked by Wall St. Rank hold AMX as of Q2 2023.

  • Lifestyle Asset Management reported no remaining America Movil position as of Q2 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 53,659 America Movil shares in Q2 2023, an estimated $1.13M.
  • Lifestyle Asset Management first reported a position in America Movil in Q1 2023 and held it in 1 quarter.
  • Lifestyle Asset Management's America Movil position peaked at $1.13M in Q1 2023.
  • 283 funds tracked by Wall St. Rank held America Movil as of Q2 2023.

Based on Lifestyle Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.