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Retirement Group’s America Movil AMX Stock Holding History

Retirement 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
2022
Q3 		– Sell
-240
Closed -$5K – 489
2022
Q2 		$5K Hold
240
– – ﹤0.01% 520
2022
Q1 		$5K Hold
240
– – ﹤0.01% 536
2021
Q4 		$5K Hold
240
– – ﹤0.01% 509
2021
Q3 		$4K Hold
240
– – ﹤0.01% 461
2021
Q2 		$4K Sell
240
-193
-45% -$2.87K ﹤0.01% 507
2021
Q1 		$6K Buy
433
+193
+80% +$2.65K ﹤0.01% 527
2020
Q4 		$3K Sell
240
-44,517
-99% -$604K ﹤0.01% 542
2020
Q3 		$559K Buy
44,757
+44,517
+18,549% +$565K 0.31% 56
2020
Q2 		$3K Buy
+240
New +$3K ﹤0.01% 489
2019
Q4 		$4K Buy
+240
New +$3.75K ﹤0.01% 465

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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Retirement Group's AMX Position: Q3 2022 in Review

Retirement Group sold out of America Movil (AMX) in Q3 2022, closing a stake of 240 shares — an estimated $5K sold.

Retirement Group first reported a position in AMX in Q4 2019 and held it in 10 quarters. The position peaked at $559K in Q3 2020. 262 funds tracked by Wall St. Rank hold AMX as of Q3 2022.

  • Retirement Group reported no remaining America Movil position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 240 America Movil shares in Q3 2022, an estimated $5K.
  • Retirement Group first reported a position in America Movil in Q4 2019 and held it in 10 quarters.
  • Retirement Group's America Movil position peaked at $559K in Q3 2020.
  • 262 funds tracked by Wall St. Rank held America Movil as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.