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MPS Loria Financial Planners’s America Movil AMX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-2,000
Closed -$27K – 117
2021
Q1 		$27K Hold
2,000
– – 0.01% 213
2020
Q4 		$30K Hold
2,000
– – 0.01% 202
2020
Q3 		$25K Hold
2,000
– – 0.01% 182
2020
Q2 		$25K Buy
+2,000
New +$25K 0.01% 182
2017
Q3 		– Sell
-2,000
Closed -$37K – 86
2017
Q2 		$37K Buy
+2,000
New +$31K 0.02% 172

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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CBT
Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return

MPS Loria Financial Planners's AMX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of America Movil (AMX) in Q2 2021, closing a stake of 2,000 shares — an estimated $27K sold.

MPS Loria Financial Planners first reported a position in AMX in Q2 2017 and held it in 5 quarters. The position peaked at $37K in Q2 2017. 266 funds tracked by Wall St. Rank hold AMX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining America Movil position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,000 America Movil shares in Q2 2021, an estimated $27K.
  • MPS Loria Financial Planners first reported a position in America Movil in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's America Movil position peaked at $37K in Q2 2017.
  • 266 funds tracked by Wall St. Rank held America Movil as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.