Rafferty Asset Management
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Rafferty Asset Management’s America Movil AMX Stock Holding History

Rafferty Asset Management’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
Q3 		– Sell
-36,775
Closed -$625K – 1140
2024
Q2 		$625K Hold
36,775
– – ﹤0.01% 903
2024
Q1 		$686K Sell
36,775
-94
-0.3% -$1.73K ﹤0.01% 899
2023
Q4 		$683K Sell
36,869
-4,418
-11% -$77.7K ﹤0.01% 898
2023
Q3 		$715K Buy
41,287
+7,706
+23% +$151K ﹤0.01% 862
2023
Q2 		$727K Sell
33,581
-2,588
-7% -$56.2K ﹤0.01% 899
2023
Q1 		$761K Sell
36,169
-17,595
-33% -$361K 0.01% 866
2022
Q4 		$979K Sell
53,764
-5,222
-9% -$96.4K 0.01% 760
2022
Q3 		$971K Sell
58,986
-29,349
-33% -$538K 0.01% 691
2022
Q2 		$1.8M Sell
88,335
-15,492
-15% -$319K 0.02% 496
2022
Q1 		$2.2M Sell
103,827
-42,010
-29% -$811K 0.01% 576
2021
Q4 		$3.08M Sell
145,837
-8,008
-5% -$147K 0.02% 532
2021
Q3 		$2.72M Sell
153,845
-53,885
-26% -$929K 0.02% 537
2021
Q2 		$3.12M Sell
207,730
-39,279
-16% -$584K 0.02% 494
2021
Q1 		$3.35M Sell
247,009
-56,422
-19% -$776K 0.02% 418
2020
Q4 		$4.41M Buy
303,431
+42,259
+16% +$573K 0.04% 241
2020
Q3 		$3.26M Buy
+261,172
New +$3.31M 0.04% 258

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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 $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Rafferty Asset Management's AMX Position: Q3 2024 in Review

Rafferty Asset Management sold out of America Movil (AMX) in Q3 2024, closing a stake of 36,775 shares — an estimated $625K sold.

Rafferty Asset Management first reported a position in AMX in Q3 2020 and held it in 16 quarters. The position peaked at $4.41M in Q4 2020. 282 funds tracked by Wall St. Rank hold AMX as of Q3 2024.

  • Rafferty Asset Management reported no remaining America Movil position as of Q3 2024 after selling out during the quarter.
  • Rafferty Asset Management sold 36,775 America Movil shares in Q3 2024, an estimated $625K.
  • Rafferty Asset Management first reported a position in America Movil in Q3 2020 and held it in 16 quarters.
  • Rafferty Asset Management's America Movil position peaked at $4.41M in Q4 2020.
  • 282 funds tracked by Wall St. Rank held America Movil as of Q3 2024.

Based on Rafferty Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.