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Prospera Financial Services’s America Movil AMX Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-36,325
Closed -$765K – 1011
2023
Q1 		$765K Buy
+36,325
New +$745K 0.03% 496
2022
Q3 		– Sell
-40,673
Closed -$831K – 864
2022
Q2 		$831K Sell
40,673
-19,299
-32% -$397K 0.04% 406
2022
Q1 		$1.27M Buy
+59,972
New +$1.16M 0.05% 371

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Prospera Financial Services's AMX Position: Q2 2023 in Review

Prospera Financial Services sold out of America Movil (AMX) in Q2 2023, closing a stake of 36,325 shares — an estimated $765K sold.

Prospera Financial Services first reported a position in AMX in Q1 2022 and held it in 3 quarters. The position peaked at $1.27M in Q1 2022. 283 funds tracked by Wall St. Rank hold AMX as of Q2 2023.

  • Prospera Financial Services reported no remaining America Movil position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 36,325 America Movil shares in Q2 2023, an estimated $765K.
  • Prospera Financial Services first reported a position in America Movil in Q1 2022 and held it in 3 quarters.
  • Prospera Financial Services's America Movil position peaked at $1.27M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held America Movil as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.