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Pacific Capital Wealth Advisors’s America Movil AMX Stock Holding History

Pacific Capital Wealth 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
Q4 		– Sell
-41
Closed -$671 – 408
2024
Q3 		$671 Buy
+41
New +$694 ﹤0.01% 445

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NC
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IUHSA
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Allspring Global Investments
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Dimensional Fund Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pacific Capital Wealth Advisors's AMX Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of America Movil (AMX) in Q4 2024, closing a stake of 41 shares — an estimated $671 sold.

Pacific Capital Wealth Advisors first reported a position in AMX in Q3 2024 and held it in 1 quarter. The position peaked at $671 in Q3 2024. 274 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 41 America Movil shares in Q4 2024, an estimated $671.
  • Pacific Capital Wealth Advisors first reported a position in America Movil in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's America Movil position peaked at $671 in Q3 2024.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.