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Root Financial Partners’s America Movil AMX Stock Holding History

Root Financial Partners’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
2026
Q2 		– Sell
-22
Closed -$561 – 547
2026
Q1 		$561 Buy
+22
New +$502 ﹤0.01% 2831

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II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
NFT
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AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
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TCMG
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Root Financial Partners's AMX Position: Q2 2026 in Review

Root Financial Partners sold out of America Movil (AMX) in Q2 2026, closing a stake of 22 shares — an estimated $561 sold.

Root Financial Partners first reported a position in AMX in Q1 2026 and held it in 1 quarter. The position peaked at $561 in Q1 2026. 114 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Root Financial Partners reported no remaining America Movil position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 America Movil shares in Q2 2026, an estimated $561.
  • Root Financial Partners first reported a position in America Movil in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's America Movil position peaked at $561 in Q1 2026.
  • 114 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.