Valeo Financial Advisors’s America Movil AMX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-3,705	Closed	-$50K	–	579
2021 Q1	$50K	Buy	3,705 +453	+14%	+$6.23K	﹤0.01%	868
2020 Q4	$47K	Sell	3,252 -1,061	-25%	-$14.4K	﹤0.01%	798
2020 Q3	$54K	Buy	4,313 +315	+8%	+$4K	﹤0.01%	637
2020 Q2	$51K	Buy	3,998 +2,225	+125%	+$27.8K	﹤0.01%	715
2020 Q1	$20K	Sell	1,773 -200	-10%	-$3.12K	﹤0.01%	893
2019 Q4	$32K	Buy	1,973 +12	+0.6%	+$188	﹤0.01%	790
2019 Q3	$29K	Buy	1,961 +13	+0.7%	+$186	﹤0.01%	752
2019 Q2	$28K	Buy	1,948 +1,022	+110%	+$15.1K	﹤0.01%	754
2019 Q1	$13K	Hold	926	–	–	﹤0.01%	879
2018 Q4	$13K	Buy	926 +81	+10%	+$1.16K	﹤0.01%	810
2018 Q3	$12K	Hold	845	–	–	﹤0.01%	904
2018 Q2	$14K	Buy	845 +358	+74%	+$6.2K	﹤0.01%	856
2018 Q1	$9K	Buy	487 +242	+99%	+$4.48K	﹤0.01%	946
2017 Q4	$4K	Sell	245 -201	-45%	-$3.5K	﹤0.01%	1051
2017 Q3	$8K	Buy	+446	New	+$8K	﹤0.01%	740

Other funds holding AMX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return