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OneAscent Financial Services’s America Movil AMX Stock Holding History

OneAscent 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
2020
Q4 		– Sell
-10,290
Closed -$129K – 130
2020
Q3 		$129K Buy
+10,290
New +$131K 0.07% 178
2019
Q3 		– Sell
-12,047
Closed -$175K – 27
2019
Q2 		$175K Buy
+12,047
New +$178K 0.12% 199

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OneAscent Financial Services's AMX Position: Q4 2020 in Review

OneAscent Financial Services sold out of America Movil (AMX) in Q4 2020, closing a stake of 10,290 shares — an estimated $129K sold.

OneAscent Financial Services first reported a position in AMX in Q2 2019 and held it in 2 quarters. The position peaked at $175K in Q2 2019. 288 funds tracked by Wall St. Rank hold AMX as of Q4 2020.

  • OneAscent Financial Services reported no remaining America Movil position as of Q4 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 10,290 America Movil shares in Q4 2020, an estimated $129K.
  • OneAscent Financial Services first reported a position in America Movil in Q2 2019 and held it in 2 quarters.
  • OneAscent Financial Services's America Movil position peaked at $175K in Q2 2019.
  • 288 funds tracked by Wall St. Rank held America Movil as of Q4 2020.

Based on OneAscent Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.