Reilly Financial Advisors’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $372K | Buy |
17,639
+100
| +0.6% | +$1.84K | 0.03% | 164 |
|
|
2021
Q3 | $310K | Hold |
17,539
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $263K | Sell |
17,539
-1
| -0% | -$15 | 0.02% | 180 |
|
|
2021
Q1 | $238K | Buy |
17,540
+188
| +1% | +$2.58K | 0.02% | 179 |
|
|
2020
Q4 | $252K | Hold |
17,352
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $217K | Sell |
17,352
-901
| -5% | -$11.4K | 0.02% | 172 |
|
|
2020
Q2 | $232K | Hold |
18,253
| – | – | 0.03% | 160 |
|
|
2020
Q1 | $215K | Hold |
18,253
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $292K | Hold |
18,253
| – | – | 0.03% | 162 |
|
|
2019
Q3 | $271K | Hold |
18,253
| – | – | 0.03% | 169 |
|
|
2019
Q2 | $266K | Hold |
18,253
| – | – | 0.03% | 162 |
|
|
2019
Q1 | $261K | Sell |
18,253
-695
| -4% | -$10.5K | 0.03% | 155 |
|
|
2018
Q4 | $270K | Hold |
18,948
| – | – | 0.04% | 147 |
|
|
2018
Q3 | $304K | Hold |
18,948
| – | – | 0.04% | 150 |
|
|
2018
Q2 | $316K | Hold |
18,948
| – | – | 0.04% | 140 |
|
|
2018
Q1 | $362K | Hold |
18,948
| – | – | 0.05% | 133 |
|
|
2017
Q4 | $325K | Hold |
18,948
| – | – | 0.05% | 137 |
|
|
2017
Q3 | $336K | Hold |
18,948
| – | – | 0.05% | 124 |
|
|
2017
Q2 | $302K | Hold |
18,948
| – | – | 0.05% | 128 |
|
|
2017
Q1 | $268K | Hold |
18,948
| – | – | 0.04% | 132 |
|
|
2016
Q4 | $238K | Hold |
18,948
| – | – | 0.04% | 135 |
|
|
2016
Q3 | $217K | Hold |
18,948
| – | – | 0.04% | 136 |
|
|
2016
Q2 | $232K | Sell |
18,948
-1,300
| -6% | -$17.4K | 0.04% | 129 |
|
|
2016
Q1 | $314K | Buy |
20,248
+570
| +3% | +$7.88K | 0.05% | 150 |
|
|
2015
Q4 | $277K | Sell |
19,678
-34,650
| -64% | -$566K | 0.05% | 156 |
|
|
2015
Q3 | $899K | Buy |
54,328
+6,055
| +13% | +$114K | 0.16% | 85 |
|
|
2015
Q2 | $1.03M | Sell |
48,273
-4,640
| -9% | -$97.7K | 0.18% | 72 |
|
|
2015
Q1 | $1.08M | Sell |
52,913
-60,682
| -53% | -$1.3M | 0.19% | 71 |
|
|
2014
Q4 | $2.52M | Buy |
113,595
+9,935
| +10% | +$231K | 0.6% | 43 |
|
|
2014
Q3 | $2.61M | Sell |
103,660
-14,273
| -12% | -$343K | 0.63% | 45 |
|
|
2014
Q2 | $2.46M | Sell |
117,933
-7,497
| -6% | -$150K | 0.58% | 47 |
|
|
2014
Q1 | $2.49M | Hold |
125,430
| – | – | 0.59% | 50 |
|
|
2013
Q4 | $2.93M | Buy |
125,430
+42,942
| +52% | +$936K | 0.72% | 49 |
|
|
2013
Q3 | $1.68M | Sell |
82,488
-593
| -0.7% | -$12.2K | 0.47% | 51 |
|
|
2013
Q2 | $1.79M | Buy |
+83,081
| New | +$1.7M | 0.53% | 52 |
|
Other funds holding AMX
WGI
NC
CII
Reilly Financial Advisors's AMX Position: Q4 2021 in Review
Reilly Financial Advisors increased its America Movil (AMX) stake by 0.57% in Q4 2021, buying an estimated $1.84K and bringing the position to 17,639 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #164.
Reilly Financial Advisors first reported a position in AMX in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.93M in Q4 2013. 299 funds tracked by Wall St. Rank hold AMX as of Q4 2021.
- Reilly Financial Advisors held 17,639 shares of America Movil worth $372K as of Q4 2021.
- Reilly Financial Advisors bought 100 America Movil shares in Q4 2021, an estimated $1.84K.
- America Movil made up 0.03% of Reilly Financial Advisors's portfolio in Q4 2021, its #164 holding.
- Reilly Financial Advisors first reported a position in America Movil in Q2 2013 and has held it in 35 quarters since.
- Reilly Financial Advisors's America Movil position peaked at $2.93M in Q4 2013.
- 299 funds tracked by Wall St. Rank held America Movil as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.