Mirabella Financial Services’s America Movil AMX Stock Holding History

Mirabella Financial Services’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 Q4	–	Sell	-136,689	Closed	-$2.87M	–	673
2025 Q3	$2.87M	Buy	+136,689	New	+$2.6M	0.25%	87
2024 Q3	–	Sell	-68,338	Closed	-$1.16M	–	173
2024 Q2	$1.16M	Sell	68,338 -83,301	-55%	-$1.53M	0.08%	134
2024 Q1	$2.83M	Buy	+151,639	New	+$2.79M	0.21%	86
2023 Q4	–	Sell	-266,365	Closed	-$4.61M	–	426
2023 Q3	$4.61M	Buy	+266,365	New	+$5.21M	0.66%	51
2023 Q1	–	Sell	-80,472	Closed	-$1.46M	–	390
2022 Q4	$1.46M	Buy	+80,472	New	+$1.49M	0.13%	117
2022 Q1	–	Sell	-67,200	Closed	-$1.42M	–	532
2021 Q4	$1.42M	Buy	+67,200	New	+$1.24M	0.14%	139
2021 Q1	–	Sell	-204,315	Closed	-$2.97M	–	277
2020 Q4	$2.97M	Buy	+204,315	New	+$2.77M	0.37%	90
2020 Q2	–	Sell	-54,076	Closed	-$637K	–	170
2020 Q1	$637K	Sell	54,076 -13,918	-20%	-$217K	0.37%	50
2019 Q4	$1.09M	Buy	+67,994	New	+$1.06M	0.2%	91

Other funds holding AMX

Capital International Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B 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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return