Schubert & Co’s America Movil AMX Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-415	Closed	-$8.74K	–	114
2023 Q1	$8.74K	Buy	415 +17	+4%	+$349	0.01%	247
2022 Q4	$7.24K	Buy	398 +30	+8%	+$554	0.01%	301
2022 Q3	$6K	Buy	368 +76	+26%	+$1.39K	0.01%	311
2022 Q2	$6K	Buy	+292	New	+$6K	0.01%	269

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Schubert & Co's AMX Position: Q2 2023 in Review

Schubert & Co sold out of America Movil (AMX) in Q2 2023, closing a stake of 415 shares — an estimated $8.74K sold.

Schubert & Co first reported a position in AMX in Q2 2022 and held it in 4 quarters. The position peaked at $8.74K in Q1 2023. 283 funds tracked by Wall St. Rank hold AMX as of Q2 2023.

Schubert & Co reported no remaining America Movil position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 415 America Movil shares in Q2 2023, an estimated $8.74K.
Schubert & Co first reported a position in America Movil in Q2 2022 and held it in 4 quarters.
Schubert & Co's America Movil position peaked at $8.74K in Q1 2023.
283 funds tracked by Wall St. Rank held America Movil as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.