Simplicity Solutions’s America Movil AMX Stock Holding History

Simplicity Solutions’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 Q4	$1.07M	Sell	57,802 -3,802	-6%	-$66.8K	0.03%	423
2023 Q3	$1.07M	Buy	61,604 +427	+0.7%	+$8.35K	0.03%	400
2023 Q2	$1.32M	Buy	61,177 +2,473	+4%	+$53.7K	0.04%	395
2023 Q1	$1.24M	Buy	58,704 +12,766	+28%	+$262K	0.03%	421
2022 Q4	$836K	Buy	45,938 +352	+0.8%	+$6.5K	0.11%	233
2022 Q3	$751K	Buy	45,586 +4,697	+11%	+$86K	0.11%	238
2022 Q2	$835K	Sell	40,889 -6,748	-14%	-$139K	0.11%	209
2022 Q1	$1.01M	Sell	47,637 -43,507	-48%	-$840K	0.12%	178
2021 Q4	$1.92M	Buy	91,144 +51,380	+129%	+$945K	0.21%	113
2021 Q3	$703K	Buy	39,764 +10,700	+37%	+$184K	0.11%	211
2021 Q2	$436K	Buy	29,064 +14,761	+103%	+$220K	0.09%	261
2021 Q1	$194K	Buy	+14,303	New	+$197K	0.04%	474

Other funds holding AMX

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WGI

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CII

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

Simplicity Solutions's AMX Position: Q4 2023 in Review

Simplicity Solutions reduced its America Movil (AMX) stake by 6.2% in Q4 2023, selling an estimated $66.8K and leaving 57,802 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #423.

Simplicity Solutions first reported a position in AMX in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.92M in Q4 2021. 280 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

Simplicity Solutions held 57,802 shares of America Movil worth $1.07M as of Q4 2023.
Simplicity Solutions sold 3,802 America Movil shares in Q4 2023, an estimated $66.8K.
America Movil made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #423 holding.
Simplicity Solutions first reported a position in America Movil in Q1 2021 and has held it in 12 quarters since.
Simplicity Solutions's America Movil position peaked at $1.92M in Q4 2021.
280 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.