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Ropes Wealth Advisors’s America Movil AMX Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-6,763
Closed -$98K – 279
2020
Q4 		$98K Hold
6,763
– – 0.02% 316
2020
Q3 		$84K Hold
6,763
– – 0.02% 287
2020
Q2 		$86K Buy
+6,763
New +$84.5K 0.02% 265

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ropes Wealth Advisors's AMX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of America Movil (AMX) in Q1 2021, closing a stake of 6,763 shares — an estimated $98K sold.

Ropes Wealth Advisors first reported a position in AMX in Q2 2020 and held it in 3 quarters. The position peaked at $98K in Q4 2020. 280 funds tracked by Wall St. Rank hold AMX as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining America Movil position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 6,763 America Movil shares in Q1 2021, an estimated $98K.
  • Ropes Wealth Advisors first reported a position in America Movil in Q2 2020 and held it in 3 quarters.
  • Ropes Wealth Advisors's America Movil position peaked at $98K in Q4 2020.
  • 280 funds tracked by Wall St. Rank held America Movil as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.