Sheaff Brock Investment Advisors’s America Movil AMX Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$401K	Hold	28,210	–	–	0.04%	290
2024 Q4	$404K	Hold	28,210	–	–	0.04%	290
2024 Q3	$462K	Hold	28,210	–	–	0.04%	261
2024 Q2	$480K	Hold	28,210	–	–	0.04%	253
2024 Q1	$526K	Sell	28,210 -5,674	-17%	-$104K	0.03%	281
2023 Q4	$628K	Hold	33,884	–	–	0.05%	241
2023 Q3	$587K	Sell	33,884 -5,674	-14%	-$111K	0.05%	228
2023 Q2	$856K	Hold	39,558	–	–	0.07%	187
2023 Q1	$833K	Hold	39,558	–	–	0.08%	193
2022 Q4	$720K	Hold	39,558	–	–	0.07%	206
2022 Q3	$652K	Hold	39,558	–	–	0.07%	202
2022 Q2	$808K	Hold	39,558	–	–	0.07%	185
2022 Q1	$837K	Hold	39,558	–	–	0.06%	205
2021 Q4	$836K	Hold	39,558	–	–	0.06%	203
2021 Q3	$699K	Hold	39,558	–	–	0.05%	212
2021 Q2	$593K	Sell	39,558 -15,000	-27%	-$223K	0.04%	236
2021 Q1	$741K	Sell	54,558 -300	-0.5%	-$4.12K	0.06%	195
2020 Q4	$798K	Hold	54,858	–	–	0.07%	169
2020 Q3	$685K	Hold	54,858	–	–	0.06%	183
2020 Q2	$696K	Hold	54,858	–	–	0.07%	183
2020 Q1	$646K	Sell	54,858 -395	-0.7%	-$6.17K	0.09%	151
2019 Q4	$884K	Hold	55,253	–	–	0.09%	166
2019 Q3	$821K	Hold	55,253	–	–	0.09%	161
2019 Q2	$804K	Buy	55,253 +395	+0.7%	+$5.84K	0.09%	170
2019 Q1	$783K	Hold	54,858	–	–	0.1%	181
2018 Q4	$782K	Hold	54,858	–	–	0.12%	154
2018 Q3	$881K	Hold	54,858	–	–	0.08%	178
2018 Q2	$914K	Hold	54,858	–	–	0.09%	175
2018 Q1	$1.05M	Hold	54,858	–	–	0.11%	142
2017 Q4	$941K	Sell	54,858 -90	-0.2%	-$1.57K	0.12%	163
2017 Q3	$975K	Hold	54,948	–	–	0.13%	146
2017 Q2	$875K	Hold	54,948	–	–	0.12%	179
2017 Q1	$779K	Hold	54,948	–	–	0.1%	200
2016 Q4	$691K	Buy	54,948 +390	+0.7%	+$4.72K	0.09%	230
2016 Q3	$624K	Hold	54,558	–	–	0.08%	238
2016 Q2	$669K	Hold	54,558	–	–	0.08%	225
2016 Q1	$847K	Hold	54,558	–	–	0.1%	188
2015 Q4	$767K	Buy	+54,558	New	+$891K	0.09%	231

Other funds holding AMX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Sheaff Brock Investment Advisors's AMX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its America Movil (AMX) position steady in Q1 2025 at 28,210 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #290.

Sheaff Brock Investment Advisors first reported a position in AMX in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.05M in Q1 2018. 266 funds tracked by Wall St. Rank hold AMX as of Q1 2025.

Sheaff Brock Investment Advisors held 28,210 shares of America Movil worth $401K as of Q1 2025.
Sheaff Brock Investment Advisors left its America Movil share count unchanged in Q1 2025.
America Movil made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #290 holding.
Sheaff Brock Investment Advisors first reported a position in America Movil in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's America Movil position peaked at $1.05M in Q1 2018.
266 funds tracked by Wall St. Rank held America Movil as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.