Principal Financial Group
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Principal Financial Group’s America Movil AMX Stock Holding History

Principal Financial Group’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
-92,612
Closed -$2M – 2440
2023
Q2 		$2M Sell
92,612
-99,377
-52% -$2.16M ﹤0.01% 1767
2023
Q1 		$4.04M Sell
191,989
-1,752
-0.9% -$35.9K ﹤0.01% 1608
2022
Q4 		$3.53M Sell
193,741
-5,457
-3% -$101K ﹤0.01% 1647
2022
Q3 		$3.28M Hold
199,198
– – ﹤0.01% 1623
2022
Q2 		$4.07M Buy
+199,198
New +$4.1M ﹤0.01% 1622
2016
Q2 		– Sell
-2,862,182
Closed -$44.5M – 2165
2016
Q1 		$44.5M Buy
+2,862,182
New +$39.5M 0.06% 291
2015
Q4 		– Sell
-560,040
Closed -$9.27M – 2192
2015
Q3 		$9.27M Sell
560,040
-336,839
-38% -$6.32M 0.01% 974
2015
Q2 		$19.1M Sell
896,879
-272,275
-23% -$5.73M 0.03% 600
2015
Q1 		$23.9M Sell
1,169,154
-110,104
-9% -$2.36M 0.04% 470
2014
Q4 		$28.4M Buy
1,279,258
+109,319
+9% +$2.55M 0.04% 410
2014
Q3 		$29.5M Sell
1,169,939
-218,863
-16% -$5.27M 0.05% 366
2014
Q2 		$28.8M Sell
1,388,802
-6,803
-0.5% -$136K 0.05% 380
2014
Q1 		$27.7M Sell
1,395,605
-117,810
-8% -$2.44M 0.05% 387
2013
Q4 		$35.4M Sell
1,513,415
-235,353
-13% -$5.13M 0.07% 334
2013
Q3 		$34.6M Sell
1,748,768
-1,315,706
-43% -$27.1M 0.07% 312
2013
Q2 		$66.7M Buy
+3,064,474
New +$62.7M 0.15% 185

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

Principal Financial Group's AMX Position: Q3 2023 in Review

Principal Financial Group sold out of America Movil (AMX) in Q3 2023, closing a stake of 92,612 shares — an estimated $2M sold.

Principal Financial Group first reported a position in AMX in Q2 2013 and held it in 16 quarters. The position peaked at $66.7M in Q2 2013. 273 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

  • Principal Financial Group reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 92,612 America Movil shares in Q3 2023, an estimated $2M.
  • Principal Financial Group first reported a position in America Movil in Q2 2013 and held it in 16 quarters.
  • Principal Financial Group's America Movil position peaked at $66.7M in Q2 2013.
  • 273 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.