Tradition Wealth Management’s America Movil AMX Stock Holding History

Tradition 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
2024 Q1	–	Sell	-498	Closed	-$9K	–	428
2023 Q4	$9K	Hold	498	–	–	﹤0.01%	1013
2023 Q3	$9K	Hold	498	–	–	﹤0.01%	1026
2023 Q2	$11K	Hold	498	–	–	﹤0.01%	1015
2023 Q1	$10K	Hold	498	–	–	﹤0.01%	995
2022 Q4	$9K	Hold	498	–	–	﹤0.01%	923
2022 Q3	$8K	Hold	498	–	–	﹤0.01%	960
2022 Q2	$10K	Sell	498 -498	-50%	-$10.2K	﹤0.01%	817
2022 Q1	$21K	Hold	996	–	–	﹤0.01%	698
2021 Q4	$21K	Hold	996	–	–	﹤0.01%	714
2021 Q3	$18K	Hold	996	–	–	﹤0.01%	752
2021 Q2	$15K	Hold	996	–	–	﹤0.01%	821
2021 Q1	$14K	Hold	996	–	–	﹤0.01%	702
2020 Q4	$14K	Buy	+996	New	+$13.5K	﹤0.01%	653

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Tradition Wealth Management's AMX Position: Q1 2024 in Review

Tradition Wealth Management sold out of America Movil (AMX) in Q1 2024, closing a stake of 498 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in AMX in Q4 2020 and held it in 13 quarters. The position peaked at $21K in Q1 2022. 293 funds tracked by Wall St. Rank hold AMX as of Q1 2024.

Tradition Wealth Management reported no remaining America Movil position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 498 America Movil shares in Q1 2024, an estimated $9K.
Tradition Wealth Management first reported a position in America Movil in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's America Movil position peaked at $21K in Q1 2022.
293 funds tracked by Wall St. Rank held America Movil as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.