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Summit Securities Group’s America Movil AMX Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-5,965
Closed -$109K – 796
2022
Q4 		$109K Buy
+5,965
New +$110K ﹤0.01% 580
2021
Q4 		– Sell
-13,300
Closed -$235K – 792
2021
Q3 		$235K Buy
+13,300
New +$229K 0.02% 599
2015
Q1 		– Sell
-900
Closed -$20K – 386
2014
Q4 		$20K Sell
900
-900
-50% -$21K 0.01% 396
2014
Q3 		$45K Buy
+1,800
New +$43.3K 0.01% 411

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Summit Securities Group's AMX Position: Q1 2023 in Review

Summit Securities Group sold out of America Movil (AMX) in Q1 2023, closing a stake of 5,965 shares — an estimated $109K sold.

Summit Securities Group first reported a position in AMX in Q3 2014 and held it in 4 quarters. The position peaked at $235K in Q3 2021. 273 funds tracked by Wall St. Rank hold AMX as of Q1 2023.

  • Summit Securities Group reported no remaining America Movil position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 5,965 America Movil shares in Q1 2023, an estimated $109K.
  • Summit Securities Group first reported a position in America Movil in Q3 2014 and held it in 4 quarters.
  • Summit Securities Group's America Movil position peaked at $235K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held America Movil as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.