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SageView Advisory Group’s America Movil AMX Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-789
Closed -$16.3K – 658
2025
Q4 		$16.3K Buy
+789
New +$17.4K ﹤0.01% 1531

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's AMX Position: Q1 2026 in Review

SageView Advisory Group sold out of America Movil (AMX) in Q1 2026, closing a stake of 789 shares — an estimated $16.3K sold.

SageView Advisory Group first reported a position in AMX in Q4 2025 and held it in 1 quarter. The position peaked at $16.3K in Q4 2025. 340 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • SageView Advisory Group reported no remaining America Movil position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 789 America Movil shares in Q1 2026, an estimated $16.3K.
  • SageView Advisory Group first reported a position in America Movil in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's America Movil position peaked at $16.3K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.