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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 $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LVW Advisors's AMX Position: Q4 2024 in Review

LVW Advisors sold out of America Movil (AMX) in Q4 2024, closing a stake of 11,002 shares — an estimated $180K sold.

LVW Advisors first reported a position in AMX in Q4 2020 and held it in 13 quarters. The position peaked at $416K in Q4 2021. 275 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • LVW Advisors reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • LVW Advisors sold 11,002 America Movil shares in Q4 2024, an estimated $180K.
  • LVW Advisors first reported a position in America Movil in Q4 2020 and held it in 13 quarters.
  • LVW Advisors's America Movil position peaked at $416K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on LVW Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.