Next Financial Group’s America Movil AMX Stock Holding History

Next Financial Group’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 Q4	$17K	Buy	823 +222	+37%	+$4.08K	﹤0.01%	1949
2021 Q3	$11K	Buy	601 +483	+409%	+$8.33K	﹤0.01%	1997
2021 Q2	$2K	Sell	118 -13	-10%	-$193	﹤0.01%	2374
2021 Q1	$2K	Buy	131 +35	+36%	+$481	﹤0.01%	2282
2020 Q4	$1K	Buy	96 +12	+14%	+$163	﹤0.01%	2246
2020 Q3	$1K	Buy	+84	New	+$1.07K	﹤0.01%	2079
2020 Q2	–	Sell	-55	Closed	-$1K	–	650
2020 Q1	$1K	Hold	55	–	–	﹤0.01%	1981
2019 Q4	$1K	Hold	55	–	–	﹤0.01%	2251
2019 Q3	$1K	Sell	55 -21	-28%	-$301	﹤0.01%	2191
2019 Q2	$1K	Hold	76	–	–	﹤0.01%	2188
2019 Q1	$1K	Buy	+76	New	+$1.15K	﹤0.01%	1533
2017 Q3	–	Sell	-15	Closed	–	–	1742
2017 Q2	$0	Buy	+15	New	+$233	﹤0.01%	1895
2017 Q1	–	Sell	-265	Closed	-$3K	–	1877
2016 Q4	$3K	Hold	265	–	–	﹤0.01%	2057
2016 Q3	$3K	Hold	265	–	–	﹤0.01%	2047
2016 Q2	$3K	Hold	265	–	–	﹤0.01%	1496
2016 Q1	$4K	Hold	265	–	–	﹤0.01%	1405
2015 Q4	$3K	Sell	265 -100	-27%	-$1.63K	﹤0.01%	1497
2015 Q3	$6K	Hold	365	–	–	﹤0.01%	1355
2015 Q2	$7K	Hold	365	–	–	﹤0.01%	1360
2015 Q1	$7K	Hold	365	–	–	﹤0.01%	1365
2014 Q4	$8K	Sell	365 -961	-72%	-$22.4K	﹤0.01%	1319
2014 Q3	$33K	Sell	1,326 -101	-7%	-$2.43K	0.01%	1156
2014 Q2	$33K	Buy	+1,427	New	+$28.6K	0.02%	454

Other funds holding AMX

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Next Financial Group's AMX Position: Q4 2021 in Review

Next Financial Group increased its America Movil (AMX) stake by 37% in Q4 2021, buying an estimated $4.08K and bringing the position to 823 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Next Financial Group first reported a position in AMX in Q2 2014 and has held it in 23 quarters since. The position peaked at $33K in Q3 2014. 299 funds tracked by Wall St. Rank hold AMX as of Q4 2021.

Next Financial Group held 823 shares of America Movil worth $17K as of Q4 2021.
Next Financial Group bought 222 America Movil shares in Q4 2021, an estimated $4.08K.
America Movil made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1949 holding.
Next Financial Group first reported a position in America Movil in Q2 2014 and has held it in 23 quarters since.
Next Financial Group's America Movil position peaked at $33K in Q3 2014.
299 funds tracked by Wall St. Rank held America Movil as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.