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Patriot Financial Group Insurance Agency’s America Movil AMX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1,174
Closed -$24K – 470
2022
Q2 		$24K Sell
1,174
-26
-2% -$535 ﹤0.01% 941
2022
Q1 		$25K Sell
1,200
-51
-4% -$985 ﹤0.01% 999
2021
Q4 		$26K Buy
1,251
+114
+10% +$2.1K ﹤0.01% 1098
2021
Q3 		$20K Hold
1,137
– – ﹤0.01% 1204
2021
Q2 		$17K Buy
1,137
+27
+2% +$402 ﹤0.01% 1237
2021
Q1 		$15K Sell
1,110
-188
-14% -$2.58K ﹤0.01% 1205
2020
Q4 		$19K Sell
1,298
-101
-7% -$1.37K ﹤0.01% 984
2020
Q3 		$17K Buy
1,399
+178
+15% +$2.26K 0.01% 846
2020
Q2 		$15K Sell
1,221
-110
-8% -$1.37K 0.01% 829
2020
Q1 		$16K Buy
1,331
+560
+73% +$8.74K 0.01% 707
2019
Q4 		$12K Buy
771
+225
+41% +$3.52K ﹤0.01% 789
2019
Q3 		$8K Sell
546
-272
-33% -$3.9K ﹤0.01% 836
2019
Q2 		$12K Buy
818
+272
+50% +$4.02K 0.01% 759
2019
Q1 		$8K Buy
546
+224
+70% +$3.38K ﹤0.01% 744
2018
Q4 		$5K Buy
+322
New +$4.63K ﹤0.01% 724

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 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 $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AMX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of America Movil (AMX) in Q3 2022, closing a stake of 1,174 shares — an estimated $24K sold.

Patriot Financial Group Insurance Agency first reported a position in AMX in Q4 2018 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 262 funds tracked by Wall St. Rank hold AMX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining America Movil position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,174 America Movil shares in Q3 2022, an estimated $24K.
  • Patriot Financial Group Insurance Agency first reported a position in America Movil in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's America Movil position peaked at $26K in Q4 2021.
  • 262 funds tracked by Wall St. Rank held America Movil as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.