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Sunbelt Securities’s America Movil AMX Stock Holding History

Sunbelt Securities’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 		– Sell
-113
Closed -$1.96K – 1700
2023
Q3 		$1.96K Buy
+113
New +$2.21K ﹤0.01% 1489
2020
Q1 		– Sell
-20,902
Closed -$334K – 385
2019
Q4 		$334K Buy
20,902
+3
+0% +$47 0.04% 419
2019
Q3 		$311K Buy
+20,899
New +$300K 0.03% 411

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Sunbelt Securities's AMX Position: Q4 2023 in Review

Sunbelt Securities sold out of America Movil (AMX) in Q4 2023, closing a stake of 113 shares — an estimated $1.96K sold.

Sunbelt Securities first reported a position in AMX in Q3 2019 and held it in 3 quarters. The position peaked at $334K in Q4 2019. 281 funds tracked by Wall St. Rank hold AMX as of Q4 2023.

  • Sunbelt Securities reported no remaining America Movil position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 113 America Movil shares in Q4 2023, an estimated $1.96K.
  • Sunbelt Securities first reported a position in America Movil in Q3 2019 and held it in 3 quarters.
  • Sunbelt Securities's America Movil position peaked at $334K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held America Movil as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.