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SVB Wealth’s America Movil AMX Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,631
Closed -$23.2K – 516
2025
Q1 		$23.2K Buy
+1,631
New +$23.4K ﹤0.01% 725
2023
Q3 		– Sell
-9,401
Closed -$203K – 872
2023
Q2 		$203K Sell
9,401
-1,348
-13% -$29.3K ﹤0.01% 820
2023
Q1 		$226K Buy
10,749
+618
+6% +$12.7K ﹤0.01% 837
2022
Q4 		$184K Buy
+10,131
New +$187K ﹤0.01% 923
2022
Q3 		– Sell
-10,038
Closed -$205K – 991
2022
Q2 		$205K Sell
10,038
-156
-2% -$3.21K ﹤0.01% 674
2022
Q1 		$215K Sell
10,194
-3,803
-27% -$73.4K ﹤0.01% 682
2021
Q4 		$295K Sell
13,997
-81,333
-85% -$1.5M ﹤0.01% 586
2021
Q3 		$1.69M Buy
95,330
+66,437
+230% +$1.15M 0.02% 283
2021
Q2 		$434K Buy
+28,893
New +$430K 0.01% 628
2021
Q1 		– Sell
-10,150
Closed -$147K – 925
2020
Q4 		$147K Buy
+10,150
New +$138K ﹤0.01% 774
2020
Q2 		– Sell
-10,784
Closed -$127K – 638
2020
Q1 		$127K Buy
+10,784
New +$168K ﹤0.01% 488
2016
Q2 		– Sell
-81,342
Closed -$1.26M – 511
2016
Q1 		$1.26M Hold
81,342
– – 0.05% 236
2015
Q4 		$1.14M Buy
81,342
+1,770
+2% +$28.9K 0.05% 253
2015
Q3 		$1.32M Hold
79,572
– – 0.05% 258
2015
Q2 		$1.7M Sell
79,572
-24
-0% -$506 0.06% 257
2015
Q1 		$1.63M Hold
79,596
– – 0.05% 267
2014
Q4 		$1.76M Buy
+79,596
New +$1.85M 0.06% 250

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

SVB Wealth's AMX Position: Q2 2025 in Review

SVB Wealth sold out of America Movil (AMX) in Q2 2025, closing a stake of 1,631 shares — an estimated $23.2K sold.

SVB Wealth first reported a position in AMX in Q4 2014 and held it in 17 quarters. The position peaked at $1.76M in Q4 2014. 268 funds tracked by Wall St. Rank hold AMX as of Q2 2025.

  • SVB Wealth reported no remaining America Movil position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,631 America Movil shares in Q2 2025, an estimated $23.2K.
  • SVB Wealth first reported a position in America Movil in Q4 2014 and held it in 17 quarters.
  • SVB Wealth's America Movil position peaked at $1.76M in Q4 2014.
  • 268 funds tracked by Wall St. Rank held America Movil as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.