U.S. Capital Wealth Advisors’s America Movil AMX Stock Holding History

U.S. Capital Wealth Advisors’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 Q3	–	Sell	-10,453	Closed	-$226K	–	634
2023 Q2	$226K	Sell	10,453 -786	-7%	-$17.1K	0.01%	596
2023 Q1	$237K	Buy	11,239 +1,145	+11%	+$23.5K	0.01%	583
2022 Q4	$184K	Hold	10,094	–	–	0.01%	623
2022 Q3	$166K	Sell	10,094 -2,100	-17%	-$38.5K	0.01%	603
2022 Q2	$249K	Hold	12,194	–	–	0.01%	583
2022 Q1	$258K	Sell	12,194 -6,900	-36%	-$133K	0.01%	632
2021 Q4	$403K	Sell	19,094 -3,000	-14%	-$55.2K	0.02%	551
2021 Q3	$390K	Buy	+22,094	New	+$381K	0.02%	555

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

U.S. Capital Wealth Advisors's AMX Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of America Movil (AMX) in Q3 2023, closing a stake of 10,453 shares — an estimated $226K sold.

U.S. Capital Wealth Advisors first reported a position in AMX in Q3 2021 and held it in 8 quarters. The position peaked at $403K in Q4 2021. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,453 America Movil shares in Q3 2023, an estimated $226K.
U.S. Capital Wealth Advisors first reported a position in America Movil in Q3 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's America Movil position peaked at $403K in Q4 2021.
274 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.