LVW Advisors’s America Movil AMX Stock Holding History

LVW 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
2024 Q4	–	Sell	-11,002	Closed	-$180K	–	313
2024 Q3	$180K	Sell	11,002 -2,905	-21%	-$49.2K	0.02%	305
2024 Q2	$236K	Buy	13,907 +56	+0.4%	+$1.03K	0.03%	260
2024 Q1	$258K	Sell	13,851 -805	-5%	-$14.8K	0.04%	247
2023 Q4	$271K	Sell	14,656 -449	-3%	-$7.89K	0.05%	219
2023 Q3	$262K	Sell	15,105 -2,050	-12%	-$40.1K	0.05%	189
2023 Q2	$371K	Sell	17,155 -62	-0.4%	-$1.35K	0.07%	151
2023 Q1	$362K	Sell	17,217 -320	-2%	-$6.56K	0.07%	170
2022 Q4	$319K	Sell	17,537 -280	-2%	-$5.17K	0.06%	181
2022 Q3	$293K	Sell	17,817 -17	-0.1%	-$311	0.07%	176
2022 Q2	$364K	Sell	17,834 -1,349	-7%	-$27.7K	0.07%	167
2022 Q1	$406K	Sell	19,183 -516	-3%	-$9.97K	0.07%	167
2021 Q4	$416K	Buy	+19,699	New	+$362K	0.07%	166
2021 Q1	–	Sell	-10,892	Closed	-$158K	–	215
2020 Q4	$158K	Buy	+10,892	New	+$148K	0.03%	196

Other funds holding AMX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return