SWM
AMX icon

Strategic Wealth Management’s America Movil AMX Stock Holding History

Strategic Wealth 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
2021
Q4 		$848K Hold
40,162
– – 0.42% 62
2021
Q3 		$710K Buy
40,162
+5,364
+15% +$92.5K 0.37% 58
2021
Q2 		$522K Buy
+34,798
New +$518K 0.28% 61

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Management's AMX Position: Q4 2021 in Review

Strategic Wealth Management held its America Movil (AMX) position steady in Q4 2021 at 40,162 shares worth $848K. The position accounts for 0.42% of the portfolio, ranked #62.

Strategic Wealth Management first reported a position in AMX in Q2 2021 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold AMX as of Q4 2021.

  • Strategic Wealth Management held 40,162 shares of America Movil worth $848K as of Q4 2021.
  • Strategic Wealth Management left its America Movil share count unchanged in Q4 2021.
  • America Movil made up 0.42% of Strategic Wealth Management's portfolio in Q4 2021, its #62 holding.
  • Strategic Wealth Management first reported a position in America Movil in Q2 2021 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held America Movil as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.