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SYSTM Wealth Solutions’s America Movil AMX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-1,603
Closed -$27.2K – 118
2024
Q2 		$27.2K Buy
1,603
+24
+2% +$442 0.01% 330
2024
Q1 		$29.5K Sell
1,579
-156
-9% -$2.87K ﹤0.01% 657
2023
Q4 		$32.1K Buy
+1,735
New +$30.5K ﹤0.01% 651

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

SYSTM Wealth Solutions's AMX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of America Movil (AMX) in Q3 2024, closing a stake of 1,603 shares — an estimated $27.2K sold.

SYSTM Wealth Solutions first reported a position in AMX in Q4 2023 and held it in 3 quarters. The position peaked at $32.1K in Q4 2023. 281 funds tracked by Wall St. Rank hold AMX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining America Movil position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,603 America Movil shares in Q3 2024, an estimated $27.2K.
  • SYSTM Wealth Solutions first reported a position in America Movil in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's America Movil position peaked at $32.1K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held America Movil as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.