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Optimum Investment Advisors’s America Movil AMX Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-1,040
Closed -$18K – 643
2023
Q3 		$18K Hold
1,040
– – 0.01% 483
2023
Q2 		$22.5K Hold
1,040
– – 0.01% 460
2023
Q1 		$21.9K Hold
1,040
– – 0.01% 465
2022
Q4 		$18.9K Hold
1,040
– – 0.01% 495
2022
Q3 		$17K Hold
1,040
– – 0.01% 516
2022
Q2 		$21K Hold
1,040
– – 0.01% 506
2022
Q1 		$22K Hold
1,040
– – 0.01% 551
2021
Q4 		$22K Hold
1,040
– – 0.01% 585
2021
Q3 		$18K Hold
1,040
– – 0.01% 603
2021
Q2 		$16K Hold
1,040
– – 0.01% 691
2021
Q1 		$14K Hold
1,040
– – ﹤0.01% 721
2020
Q4 		$15K Sell
1,040
-1,000
-49% -$13.6K ﹤0.01% 666
2020
Q3 		$25K Hold
2,040
– – 0.01% 563
2020
Q2 		$26K Hold
2,040
– – 0.01% 552
2020
Q1 		$24K Sell
2,040
-400
-16% -$6.24K 0.01% 538
2019
Q4 		$39K Hold
2,440
– – 0.01% 556
2019
Q3 		$36K Hold
2,440
– – 0.01% 567
2019
Q2 		$36K Hold
2,440
– – 0.01% 569
2019
Q1 		$35K Hold
2,440
– – 0.01% 588
2018
Q4 		$35K Sell
2,440
-200
-8% -$2.87K 0.01% 528
2018
Q3 		$42K Hold
2,640
– – 0.01% 560
2018
Q2 		$44K Hold
2,640
– – 0.01% 553
2018
Q1 		$50K Buy
+2,640
New +$48.8K 0.01% 520
2015
Q1 		$77K Buy
3,740
+200
+6% +$4.28K 0.02% 420
2014
Q4 		$79K Sell
3,540
-3,200
-47% -$74.5K 0.03% 406
2014
Q3 		$170K Hold
6,740
– – 0.06% 284
2014
Q2 		$140K Buy
6,740
+1,100
+20% +$22K 0.05% 304
2014
Q1 		$112K Buy
5,640
+800
+17% +$16.6K 0.04% 286
2013
Q4 		$113K Hold
4,840
– – 0.04% 280
2013
Q3 		$96K Buy
+4,840
New +$99.6K 0.04% 282

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Optimum Investment Advisors's AMX Position: Q4 2023 in Review

Optimum Investment Advisors sold out of America Movil (AMX) in Q4 2023, closing a stake of 1,040 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in AMX in Q3 2013 and held it in 30 quarters. The position peaked at $170K in Q3 2014. 281 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

  • Optimum Investment Advisors reported no remaining America Movil position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,040 America Movil shares in Q4 2023, an estimated $18K.
  • Optimum Investment Advisors first reported a position in America Movil in Q3 2013 and held it in 30 quarters.
  • Optimum Investment Advisors's America Movil position peaked at $170K in Q3 2014.
  • 281 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.