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Lionshead Wealth Management’s America Movil AMX Stock Holding History

Lionshead 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
2025
Q1 		– Sell
-11,520
Closed -$165K – 89
2024
Q4 		$165K Buy
+11,520
New +$178K 0.12% 113

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Lionshead Wealth Management's AMX Position: Q1 2025 in Review

Lionshead Wealth Management sold out of America Movil (AMX) in Q1 2025, closing a stake of 11,520 shares — an estimated $165K sold.

Lionshead Wealth Management first reported a position in AMX in Q4 2024 and held it in 1 quarter. The position peaked at $165K in Q4 2024. 266 funds tracked by Wall St. Rank hold AMX as of Q1 2025.

  • Lionshead Wealth Management reported no remaining America Movil position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 11,520 America Movil shares in Q1 2025, an estimated $165K.
  • Lionshead Wealth Management first reported a position in America Movil in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's America Movil position peaked at $165K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held America Movil as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.