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Northwest Financial Advisors’s America Movil AMX Stock Holding History

Northwest Financial 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
Q1 		– Sell
-1,030
Closed -$19.1K – 108
2023
Q4 		$19.1K Buy
+1,030
New +$18.1K 0.02% 308

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northwest Financial Advisors's AMX Position: Q1 2024 in Review

Northwest Financial Advisors sold out of America Movil (AMX) in Q1 2024, closing a stake of 1,030 shares — an estimated $19.1K sold.

Northwest Financial Advisors first reported a position in AMX in Q4 2023 and held it in 1 quarter. The position peaked at $19.1K in Q4 2023. 293 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

  • Northwest Financial Advisors reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,030 America Movil shares in Q1 2024, an estimated $19.1K.
  • Northwest Financial Advisors first reported a position in America Movil in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's America Movil position peaked at $19.1K in Q4 2023.
  • 293 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.