Newfoundland Capital Management’s America Movil AMX Stock Holding History

Newfoundland Capital 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
2023 Q4	–	Sell	-77,817	Closed	-$1.35M	–	7
2023 Q3	$1.35M	Buy	+77,817	New	+$1.52M	6.73%	4
2021 Q2	–	Sell	-296,699	Closed	-$4.03M	–	39
2021 Q1	$4.03M	Buy	+296,699	New	+$4.08M	1.33%	18
2020 Q4	–	Sell	-54,300	Closed	-$737K	–	33
2020 Q3	$678K	Sell	54,300 -274,925	-84%	-$3.49M	0.08%	47
2020 Q2	$4.19M	Buy	329,225 +108,738	+49%	+$1.36M	0.73%	20
2020 Q1	$2.6M	Buy	+220,487	New	+$3.44M	0.56%	24
2019 Q3	–	Sell	-12,000	Closed	-$172K	–	65
2019 Q2	$175K	Buy	+12,000	New	+$177K	0.04%	45
2018 Q4	–	Sell	-12,000	Closed	-$172K	–	49
2018 Q3	$193K	Sell	12,000 -10,999	-48%	-$186K	0.06%	30
2018 Q2	$383K	Buy	+22,999	New	+$398K	0.09%	41
2017 Q4	–	Sell	-20,000	Closed	-$355K	–	33
2017 Q3	$355K	Buy	+20,000	New	+$359K	0.09%	24

Other funds holding AMX

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

WGI

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Newfoundland Capital Management's AMX Position: Q4 2023 in Review

Newfoundland Capital Management sold out of America Movil (AMX) in Q4 2023, closing a stake of 77,817 shares — an estimated $1.35M sold.

Newfoundland Capital Management first reported a position in AMX in Q3 2017 and held it in 9 quarters. The position peaked at $4.19M in Q2 2020. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

Newfoundland Capital Management reported no remaining America Movil position as of Q4 2023 after selling out during the quarter.
Newfoundland Capital Management sold 77,817 America Movil shares in Q4 2023, an estimated $1.35M.
Newfoundland Capital Management first reported a position in America Movil in Q3 2017 and held it in 9 quarters.
Newfoundland Capital Management's America Movil position peaked at $4.19M in Q2 2020.
280 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Newfoundland Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.