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Personal CFO Solutions’s America Movil AMX Stock Holding History

Personal CFO 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
2023
Q3 		– Sell
-10,521
Closed -$228K – 457
2023
Q2 		$228K Sell
10,521
-1,778
-14% -$38.6K 0.05% 413
2023
Q1 		$259K Sell
12,299
-353
-3% -$7.24K 0.05% 359
2022
Q4 		$230K Sell
12,652
-1,536
-11% -$28.4K 0.05% 381
2022
Q3 		$234K Sell
14,188
-340
-2% -$6.23K 0.06% 318
2022
Q2 		$297K Sell
14,528
-832
-5% -$17.1K 0.07% 265
2022
Q1 		$325K Buy
15,360
+604
+4% +$11.7K 0.06% 297
2021
Q4 		$311K Buy
14,756
+921
+7% +$16.9K 0.06% 312
2021
Q3 		$244K Buy
+13,835
New +$239K 0.05% 372

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Personal CFO Solutions's AMX Position: Q3 2023 in Review

Personal CFO Solutions sold out of America Movil (AMX) in Q3 2023, closing a stake of 10,521 shares — an estimated $228K sold.

Personal CFO Solutions first reported a position in AMX in Q3 2021 and held it in 8 quarters. The position peaked at $325K in Q1 2022. 273 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

  • Personal CFO Solutions reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 10,521 America Movil shares in Q3 2023, an estimated $228K.
  • Personal CFO Solutions first reported a position in America Movil in Q3 2021 and held it in 8 quarters.
  • Personal CFO Solutions's America Movil position peaked at $325K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.