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Rockline Wealth Management’s America Movil AMX Stock Holding History

Rockline Wealth 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
Q4 		– Sell
-12,528
Closed -$205K – 102
2024
Q3 		$205K Hold
12,528
– – 0.06% 100
2024
Q2 		$213K Buy
+12,528
New +$231K 0.07% 97

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rockline Wealth Management's AMX Position: Q4 2024 in Review

Rockline Wealth Management sold out of America Movil (AMX) in Q4 2024, closing a stake of 12,528 shares — an estimated $205K sold.

Rockline Wealth Management first reported a position in AMX in Q2 2024 and held it in 2 quarters. The position peaked at $213K in Q2 2024. 275 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • Rockline Wealth Management reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • Rockline Wealth Management sold 12,528 America Movil shares in Q4 2024, an estimated $205K.
  • Rockline Wealth Management first reported a position in America Movil in Q2 2024 and held it in 2 quarters.
  • Rockline Wealth Management's America Movil position peaked at $213K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on Rockline Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.