Orion Portfolio Solutions’s America Movil AMX Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$185K	Sell	13,008 -328	-2%	-$4.7K	﹤0.01%	1816
2024 Q4	$191K	Sell	13,336 -708	-5%	-$10.9K	﹤0.01%	1759
2024 Q3	$230K	Sell	14,044 -168	-1%	-$2.85K	﹤0.01%	1650
2024 Q2	$242K	Sell	14,212 -452	-3%	-$8.33K	﹤0.01%	1553
2024 Q1	$274K	Sell	14,664 -365	-2%	-$6.72K	﹤0.01%	1494
2023 Q4	$275K	Sell	15,029 -412	-3%	-$7.24K	﹤0.01%	1439
2023 Q3	$267K	Sell	15,441 -513	-3%	-$10K	﹤0.01%	1436
2023 Q2	$345K	Sell	15,954 -413	-3%	-$8.96K	﹤0.01%	1356
2023 Q1	$345K	Buy	+16,367	New	+$336K	﹤0.01%	1288
2020 Q2	–	Sell	-4,480	Closed	-$53K	–	2172
2020 Q1	$53K	Hold	4,480	–	–	﹤0.01%	576
2019 Q4	$72K	Buy	+4,480	New	+$70.1K	0.01%	476

Other funds holding AMX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Orion Portfolio Solutions's AMX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its America Movil (AMX) stake by 2.5% in Q1 2025, selling an estimated $4.7K and leaving 13,008 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Orion Portfolio Solutions first reported a position in AMX in Q4 2019 and has held it in 11 quarters since. The position peaked at $345K in Q2 2023. 266 funds tracked by Wall St. Rank hold AMX as of Q1 2025.

Orion Portfolio Solutions held 13,008 shares of America Movil worth $185K as of Q1 2025.
Orion Portfolio Solutions sold 328 America Movil shares in Q1 2025, an estimated $4.7K.
America Movil made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1816 holding.
Orion Portfolio Solutions first reported a position in America Movil in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's America Movil position peaked at $345K in Q2 2023.
266 funds tracked by Wall St. Rank held America Movil as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.