Sompo Asset Management’s America Movil AMX Stock Holding History

Sompo Asset Management’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 Q3	–	Sell	-11,710	Closed	-$253K	–	185
2023 Q2	$253K	Buy	11,710 +380	+3%	+$8.25K	0.05%	160
2023 Q1	$238K	Sell	11,330 -3,370	-23%	-$69.1K	0.05%	161
2022 Q4	$268K	Buy	14,700 +1,610	+12%	+$29.7K	0.06%	163
2022 Q3	$215K	Buy	13,090 +390	+3%	+$7.14K	0.05%	173
2022 Q2	$259K	Hold	12,700	–	–	0.07%	134
2022 Q1	$268K	Sell	12,700 -1,820	-13%	-$35.1K	0.06%	142
2021 Q4	$306K	Buy	14,520 +2,750	+23%	+$50.6K	0.06%	134
2021 Q3	$207K	Sell	11,770 -8,960	-43%	-$154K	0.05%	140
2021 Q2	$311K	Sell	20,730 -740	-3%	-$11K	0.06%	130
2021 Q1	$292K	Sell	21,470 -960	-4%	-$13.2K	0.07%	126
2020 Q4	$326K	Hold	22,430	–	–	0.07%	125
2020 Q3	$280K	Sell	22,430 -570	-2%	-$7.23K	0.07%	124
2020 Q2	$292K	Buy	+23,000	New	+$287K	0.07%	126

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

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

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

CGPCS

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

Sompo Asset Management's AMX Position: Q3 2023 in Review

Sompo Asset Management sold out of America Movil (AMX) in Q3 2023, closing a stake of 11,710 shares — an estimated $253K sold.

Sompo Asset Management first reported a position in AMX in Q2 2020 and held it in 13 quarters. The position peaked at $326K in Q4 2020. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

Sompo Asset Management reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
Sompo Asset Management sold 11,710 America Movil shares in Q3 2023, an estimated $253K.
Sompo Asset Management first reported a position in America Movil in Q2 2020 and held it in 13 quarters.
Sompo Asset Management's America Movil position peaked at $326K in Q4 2020.
274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Sompo Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.