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OneAscent Wealth Management’s America Movil AMX Stock Holding History

OneAscent Wealth 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
2022
Q2 		– Sell
-9,845
Closed -$208K – 184
2022
Q1 		$208K Buy
+9,845
New +$190K 0.1% 190
2021
Q1 		$188K Buy
13,858
+813
+6% +$11.2K 0.08% 206
2020
Q4 		$190K Buy
+13,045
New +$177K 0.09% 193

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OneAscent Wealth Management's AMX Position: Q2 2022 in Review

OneAscent Wealth Management sold out of America Movil (AMX) in Q2 2022, closing a stake of 9,845 shares — an estimated $208K sold.

OneAscent Wealth Management first reported a position in AMX in Q4 2020 and held it in 3 quarters. The position peaked at $208K in Q1 2022. 303 funds tracked by Wall St. Rank hold AMX as of Q2 2022.

  • OneAscent Wealth Management reported no remaining America Movil position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 9,845 America Movil shares in Q2 2022, an estimated $208K.
  • OneAscent Wealth Management first reported a position in America Movil in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's America Movil position peaked at $208K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held America Movil as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.